+175.4%
PSLV vs RACE
+39.3%
+136.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.6% |
| 7D | +2.7% | -1.0% | +3.7% | +2.9% |
| 30D | +3.5% | -1.5% | +5.0% | +3.8% |
| 3M | +0.3% | +15.5% | -15.2% | -2.0% |
| 6M | -21.0% | +17.3% | -38.3% | -23.1% |
| YTD | -8.9% | +11.1% | -20.0% | -11.1% |
| 1Y | +54.0% | -14.3% | +68.2% | +54.1% |
| 3Y | +175.4% | +40.2% | +135.3% | +160.9% |
| All | +175.4% | +39.3% | +136.2% | +160.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling