+371.4%
ASX vs PWR
+245.6%
+125.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +9.4% | -0.7% | +2.3% |
| 7D | -12.3% | -4.8% | -7.5% | -9.2% |
| 30D | -26.0% | -16.2% | -9.8% | -16.5% |
| 3M | -8.1% | -11.9% | +3.8% | +0.1% |
| 6M | +1.4% | -20.6% | +22.0% | +18.3% |
| YTD | +115.6% | +40.3% | +75.3% | +79.4% |
| 1Y | +128.0% | +33.0% | +95.0% | +95.2% |
| 3Y | +371.4% | +250.0% | +121.4% | +122.3% |
| All | +371.4% | +245.6% | +125.8% | +122.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling