+748.4%
ASX vs PWR
+1,832.8%
-1,084.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.3% | +0.2% | +3.1% |
| 7D | -19.9% | -12.9% | -7.1% | -13.5% |
| 30D | -30.9% | -22.8% | -8.0% | -20.3% |
| 3M | -15.1% | -19.0% | +3.9% | -4.7% |
| 6M | -6.5% | -31.1% | +24.6% | +14.5% |
| YTD | +98.4% | +28.2% | +70.2% | +79.6% |
| 1Y | +107.9% | +22.2% | +85.7% | +92.2% |
| 3Y | +325.3% | +222.1% | +103.2% | +149.6% |
| 5Y | +447.3% | +364.1% | +83.2% | +167.3% |
| All | +748.4% | +1,832.8% | -1,084.4% | +135.2% |
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