+2,793.8%
ASX vs PWR
+1,779.3%
+1,014.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -12.3% | -8.5% | -17.2% |
| 7D | -33.3% | -19.9% | -13.4% | -28.6% |
| 30D | -36.5% | -29.3% | -7.2% | -29.4% |
| 3M | -19.2% | -25.5% | +6.3% | -11.5% |
| 6M | -10.2% | -34.0% | +23.8% | +2.4% |
| YTD | +86.5% | +20.7% | +65.8% | +80.0% |
| 1Y | +89.6% | +12.3% | +77.3% | +86.5% |
| 3Y | +298.6% | +201.9% | +96.7% | +201.4% |
| 5Y | +414.3% | +336.8% | +77.5% | +251.0% |
| 10Y | +711.1% | +1,748.9% | -1,037.8% | +280.2% |
| All | +2,793.8% | +1,779.3% | +1,014.5% | +817.8% |
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 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