-14.0%
ABT vs PWR
+34.5%
-48.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.1% |
| 7D | -1.3% | +11.3% | -12.6% | +0.1% |
| 30D | +6.0% | -8.9% | +14.9% | +5.1% |
| 3M | -1.9% | -10.5% | +8.6% | -2.7% |
| 6M | +31.2% | -22.2% | +53.3% | +30.5% |
| YTD | -11.2% | +42.7% | -54.0% | -13.1% |
| 1Y | -14.0% | +41.1% | -55.1% | -15.8% |
| All | -14.0% | +34.5% | -48.4% | -15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling