+141.2%
ADI vs PWR
+443.9%
-302.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.3% |
| 7D | +0.4% | +3.6% | -3.2% | -1.1% |
| 30D | -3.8% | -8.6% | +4.8% | -0.2% |
| 3M | -15.3% | -13.2% | -2.1% | -10.4% |
| 6M | +6.7% | +9.9% | -3.2% | +1.6% |
| YTD | +34.8% | +48.0% | -13.3% | +12.2% |
| 1Y | +49.0% | +66.2% | -17.1% | +17.3% |
| 3Y | +108.1% | +195.1% | -87.0% | +21.2% |
| All | +141.2% | +443.9% | -302.7% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling