+14.5%
ABT vs PWR
+201.3%
-186.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.4% |
| 7D | -3.7% | +3.6% | -7.3% | -3.5% |
| 30D | +2.5% | -8.6% | +11.1% | +2.0% |
| 3M | +20.2% | -13.2% | +33.3% | +19.9% |
| 6M | -2.9% | +9.9% | -12.8% | -3.1% |
| YTD | -11.9% | +48.0% | -60.0% | -11.5% |
| 1Y | -16.5% | +66.2% | -82.7% | -16.0% |
| All | +14.5% | +201.3% | -186.8% | +10.9% |
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