+234.1%
ABT vs PWR
+1,844.4%
-1,610.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.3% |
| 7D | -1.3% | +11.3% | -12.6% | -2.7% |
| 30D | +6.0% | -8.9% | +14.9% | +6.8% |
| 3M | -1.9% | -10.5% | +8.6% | -1.2% |
| 6M | +31.2% | -22.2% | +53.3% | +34.2% |
| YTD | -11.2% | +42.7% | -54.0% | -19.3% |
| 1Y | -14.0% | +41.1% | -55.1% | -21.7% |
| 3Y | +20.7% | +242.7% | -222.1% | -14.0% |
| 5Y | -6.7% | +418.5% | -425.2% | -42.3% |
| All | +234.1% | +1,844.4% | -1,610.3% | +23.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling