+228.3%
ABT vs PWR
+1,818.7%
-1,590.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.1% |
| 7D | +1.0% | -11.2% | +12.2% | +2.2% |
| 30D | +11.6% | -17.4% | +29.0% | +13.9% |
| 3M | +2.3% | -11.7% | +14.1% | +3.1% |
| 6M | +32.7% | -21.7% | +54.4% | +35.4% |
| YTD | -9.6% | +38.3% | -47.9% | -17.4% |
| 1Y | -10.1% | +29.6% | -39.7% | -17.0% |
| 3Y | +25.2% | +236.1% | -210.9% | -10.7% |
| 5Y | -4.5% | +406.3% | -410.9% | -40.9% |
| 10Y | +228.3% | +1,796.7% | -1,568.4% | +21.6% |
| All | +228.3% | +1,818.7% | -1,590.5% | +21.6% |
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