+486.8%
ASX vs PWR
+411.6%
+75.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.4% | -1.6% |
| 7D | +12.4% | +11.3% | +1.1% | +5.3% |
| 30D | -19.8% | -8.9% | -10.9% | -14.7% |
| 3M | -10.3% | -10.5% | +0.2% | -3.8% |
| 6M | +1.2% | -22.2% | +23.4% | +18.1% |
| YTD | +123.0% | +42.7% | +80.3% | +86.6% |
| 1Y | +145.4% | +41.1% | +104.3% | +106.2% |
| 3Y | +368.6% | +242.7% | +125.9% | +144.8% |
| All | +486.8% | +411.6% | +75.2% | +138.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling