+1,831.6%
PWR vs RACE
+729.2%
+1,102.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.2% |
| 7D | +11.3% | -1.2% | +12.5% | +11.8% |
| 30D | -8.9% | +6.1% | -15.0% | -11.2% |
| 3M | -10.5% | -0.3% | -10.2% | -10.8% |
| 6M | -22.2% | +23.4% | -45.6% | -29.6% |
| YTD | +42.7% | +12.5% | +30.2% | +32.8% |
| 1Y | +41.1% | -0.5% | +41.6% | +38.4% |
| 3Y | +242.7% | +23.6% | +219.1% | +190.9% |
| 5Y | +418.5% | +65.4% | +353.1% | +276.2% |
| All | +1,831.6% | +729.2% | +1,102.4% | +616.4% |
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