+133.0%
AAPL vs PWR
+348.8%
-215.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.3% | -6.8% | -1.6% |
| 7D | -0.7% | -12.9% | +12.2% | +1.1% |
| 30D | +1.7% | -22.8% | +24.5% | +5.7% |
| 3M | +9.7% | -19.0% | +28.7% | +12.6% |
| 6M | +19.3% | -31.1% | +50.4% | +26.1% |
| YTD | +26.3% | +28.3% | -2.0% | +13.2% |
| 1Y | +27.4% | +22.2% | +5.2% | +15.3% |
| 3Y | +93.6% | +222.2% | -128.6% | +22.8% |
| All | +133.0% | +348.8% | -215.8% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 5y: compounded portfolio wealth divided by compounded PWR 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…
5y analysis · Full analysis span regression · 6 months rolling