+23.3%
ABT vs PWR
+221.1%
-197.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.3% | -9.5% | -2.8% |
| 7D | +3.5% | -12.9% | +16.4% | +2.6% |
| 30D | +12.0% | -22.8% | +34.9% | +10.3% |
| 3M | +2.5% | -19.0% | +21.4% | +1.3% |
| 6M | +29.1% | -31.1% | +60.2% | +27.6% |
| YTD | -10.1% | +28.3% | -38.3% | -10.3% |
| 1Y | -9.8% | +22.2% | -32.1% | -10.1% |
| 3Y | +23.3% | +222.2% | -198.9% | +12.3% |
| All | +23.3% | +221.1% | -197.8% | +12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling