+325.3%
ASX vs PWR
+221.0%
+104.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.3% | +0.2% | +2.2% |
| 7D | -19.9% | -12.9% | -7.1% | -12.0% |
| 30D | -30.9% | -22.8% | -8.0% | -17.6% |
| 3M | -15.1% | -19.0% | +3.9% | -2.2% |
| 6M | -6.5% | -31.1% | +24.6% | +19.3% |
| YTD | +98.4% | +28.2% | +70.2% | +75.5% |
| 1Y | +107.9% | +22.2% | +85.7% | +88.6% |
| 3Y | +325.3% | +222.1% | +103.2% | +115.5% |
| All | +325.3% | +221.0% | +104.3% | +115.5% |
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