+16.6%
AGG vs PWR
+1,844.4%
-1,827.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | -0.1% |
| 7D | -1.5% | +11.3% | -12.8% | -1.6% |
| 30D | +0.6% | -8.9% | +9.5% | +0.7% |
| 3M | -1.6% | -10.5% | +8.9% | -1.6% |
| 6M | -1.6% | -22.2% | +20.6% | -1.5% |
| YTD | -1.5% | +42.7% | -44.3% | -1.8% |
| 1Y | -1.1% | +41.1% | -42.2% | -1.4% |
| 3Y | +13.6% | +242.7% | -229.1% | +12.6% |
| 5Y | -1.7% | +418.5% | -420.2% | -2.7% |
| All | +16.6% | +1,844.4% | -1,827.8% | +16.2% |
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