+222.1%
PWR vs RACE
+28.1%
+194.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.5% | +7.7% | +6.6% |
| 7D | -12.9% | +5.1% | -17.9% | -13.9% |
| 30D | -22.8% | +7.7% | -30.5% | -24.2% |
| 3M | -19.0% | +2.2% | -21.2% | -19.6% |
| 6M | -31.1% | +23.8% | -54.9% | -35.1% |
| YTD | +28.2% | +13.9% | +14.3% | +23.0% |
| 1Y | +22.2% | +3.8% | +18.4% | +20.5% |
| 3Y | +222.1% | +28.0% | +194.1% | +179.5% |
| All | +222.1% | +28.1% | +194.0% | +179.5% |
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