+209.7%
ABT vs PWR
+2,367.8%
-2,158.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | 0.0% |
| 7D | -4.7% | +2.7% | -7.4% | -5.1% |
| 30D | -3.1% | -5.1% | +2.0% | -2.5% |
| 3M | +16.1% | -9.4% | +25.5% | +17.0% |
| 6M | -5.3% | +10.4% | -15.7% | -8.6% |
| YTD | -14.4% | +48.6% | -63.1% | -22.1% |
| 1Y | -18.4% | +68.0% | -86.4% | -27.8% |
| 3Y | +11.2% | +204.7% | -193.5% | -17.6% |
| 5Y | -9.4% | +451.9% | -461.3% | -44.5% |
| 10Y | +209.7% | +2,425.3% | -2,215.6% | +5.5% |
| All | +209.7% | +2,367.8% | -2,158.1% | +5.5% |
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