+2,721.6%
PWR vs RACE
+658.9%
+2,062.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.5% | +7.7% | +6.8% |
| 7D | -12.9% | +5.1% | -17.9% | -14.6% |
| 30D | -22.8% | +7.7% | -30.5% | -25.1% |
| 3M | -19.0% | +2.2% | -21.2% | -20.0% |
| 6M | -31.1% | +23.8% | -54.9% | -37.4% |
| YTD | +28.2% | +13.9% | +14.3% | +19.3% |
| 1Y | +22.2% | +3.8% | +18.4% | +17.9% |
| 3Y | +222.1% | +28.0% | +194.1% | +174.0% |
| 5Y | +364.1% | +64.9% | +299.1% | +248.2% |
| 10Y | +1,864.5% | +780.4% | +1,084.1% | +745.0% |
| All | +2,721.6% | +658.9% | +2,062.8% | +983.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling