+3,552.3%
ASX vs PWR
+2,205.1%
+1,347.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | -0.7% | +3.6% | -4.3% | -1.7% |
| 30D | +2.0% | -8.6% | +10.6% | +4.5% |
| 3M | -1.3% | -13.2% | +11.8% | +3.2% |
| 6M | +71.4% | +9.9% | +61.5% | +68.0% |
| YTD | +135.3% | +48.0% | +87.3% | +112.7% |
| 1Y | +267.5% | +66.2% | +201.3% | +222.0% |
| 3Y | +388.5% | +195.1% | +193.4% | +265.6% |
| 5Y | +417.1% | +442.6% | -25.5% | +229.3% |
| 10Y | +872.7% | +2,334.2% | -1,461.5% | +320.1% |
| All | +3,552.3% | +2,205.1% | +1,347.2% | +984.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling