+1,844.9%
PWR vs RACE
+717.8%
+1,127.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.7% |
| 7D | +19.1% | -4.0% | +23.1% | +21.0% |
| 30D | -12.0% | +3.5% | -15.6% | -13.4% |
| 3M | -10.6% | -0.4% | -10.2% | -10.8% |
| 6M | -20.8% | +23.2% | -44.0% | -28.3% |
| YTD | +43.7% | +11.0% | +32.7% | +34.5% |
| 1Y | +35.0% | -2.2% | +37.2% | +33.4% |
| 3Y | +249.4% | +22.5% | +226.9% | +197.5% |
| 5Y | +422.1% | +63.2% | +358.9% | +280.9% |
| All | +1,844.9% | +717.8% | +1,127.1% | +625.4% |
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