+14.2%
AGG vs PWR
+2,415.0%
-2,400.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.7% | -0.6% |
| 7D | -0.9% | -0.2% | -0.7% | -0.9% |
| 30D | -1.0% | -7.7% | +6.8% | -0.9% |
| 3M | -1.3% | -4.9% | +3.6% | -1.3% |
| 6M | -2.1% | +9.7% | -11.8% | -2.2% |
| YTD | -1.2% | +46.7% | -47.9% | -1.5% |
| 1Y | -0.5% | +58.7% | -59.2% | -0.8% |
| 3Y | +12.4% | +200.7% | -188.3% | +11.5% |
| 5Y | -2.4% | +438.6% | -441.0% | -3.2% |
| All | +14.2% | +2,415.0% | -2,400.7% | +13.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling