+432.3%
ASX vs PWR
+443.9%
-11.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.2% |
| 7D | -0.7% | +3.6% | -4.3% | -2.7% |
| 30D | +2.0% | -8.6% | +10.6% | +7.2% |
| 3M | -1.3% | -13.2% | +11.8% | +7.4% |
| 6M | +71.4% | +9.9% | +61.5% | +63.7% |
| YTD | +135.3% | +48.0% | +87.3% | +91.2% |
| 1Y | +267.5% | +66.2% | +201.3% | +180.4% |
| 3Y | +388.5% | +195.1% | +193.4% | +170.5% |
| All | +432.3% | +443.9% | -11.6% | +104.8% |
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