+887.2%
ASX vs PWR
+1,818.7%
-931.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.4% | +4.7% | +4.0% |
| 7D | -9.1% | -11.2% | +2.1% | -2.7% |
| 30D | -23.6% | -17.4% | -6.2% | -14.9% |
| 3M | -5.6% | -11.7% | +6.1% | +1.3% |
| 6M | +4.7% | -21.7% | +26.4% | +20.3% |
| YTD | +122.6% | +38.3% | +84.3% | +93.4% |
| 1Y | +133.0% | +29.6% | +103.4% | +108.5% |
| 3Y | +367.1% | +236.1% | +131.0% | +165.9% |
| 5Y | +504.7% | +406.3% | +98.4% | +180.2% |
| 10Y | +887.2% | +1,796.7% | -909.5% | +150.1% |
| All | +887.2% | +1,818.7% | -931.5% | +150.1% |
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