+24.5%
ADP vs PWR
+34.5%
-10.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.4% |
| 7D | +0.3% | +19.1% | -18.8% | +5.2% |
| 30D | +11.6% | -12.0% | +23.6% | +8.8% |
| 3M | +15.1% | -10.6% | +25.6% | +13.0% |
| 6M | +46.0% | -20.8% | +66.9% | +41.3% |
| YTD | +22.4% | +43.7% | -21.3% | +32.1% |
| 1Y | +24.5% | +35.0% | -10.5% | +33.6% |
| All | +24.5% | +34.5% | -10.0% | +33.6% |
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