+1,865.8%
PWR vs RACE
+738.3%
+1,127.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.7% | +8.7% | +9.1% |
| 7D | -4.8% | +3.9% | -8.7% | -6.4% |
| 30D | -16.2% | +7.4% | -23.6% | -18.7% |
| 3M | -11.9% | +1.6% | -13.6% | -12.9% |
| 6M | -20.6% | +23.3% | -43.9% | -28.1% |
| YTD | +40.3% | +14.7% | +25.6% | +29.6% |
| 1Y | +33.0% | +2.5% | +30.5% | +28.9% |
| 3Y | +250.0% | +28.0% | +222.0% | +192.9% |
| 5Y | +404.2% | +69.8% | +334.4% | +262.3% |
| 10Y | +1,865.8% | +734.9% | +1,131.0% | +670.0% |
| All | +1,865.8% | +738.3% | +1,127.5% | +670.0% |
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