+96.9%
PSX vs RACE
+10.6%
+86.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.3% | -8.8% | -3.7% |
| 7D | -5.2% | +9.9% | -15.1% | -3.4% |
| 30D | -3.7% | +12.8% | -16.5% | -1.5% |
| 3M | +26.8% | +7.4% | +19.4% | +28.8% |
| 6M | +47.3% | +27.6% | +19.7% | +54.6% |
| YTD | +105.4% | +18.4% | +87.0% | +117.7% |
| 1Y | +96.9% | +9.5% | +87.4% | +115.9% |
| All | +96.9% | +10.6% | +86.4% | +115.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling