+134.5%
PSA vs RACE
+741.5%
-607.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -2.1% | -3.9% | +1.8% | -1.2% |
| 30D | +16.2% | +6.8% | +9.4% | +14.5% |
| 3M | +4.3% | +1.3% | +3.0% | +3.9% |
| 6M | +9.9% | +26.3% | -16.4% | +3.9% |
| YTD | +33.3% | +13.8% | +19.5% | +28.4% |
| 1Y | +25.8% | -0.5% | +26.3% | +24.9% |
| 3Y | +54.8% | +25.6% | +29.1% | +42.5% |
| 5Y | +27.5% | +67.6% | -40.1% | +7.8% |
| 10Y | +134.5% | +724.7% | -590.2% | +61.4% |
| All | +134.5% | +741.5% | -607.0% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling