+67.8%
B vs PWR
+66.5%
+1.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.4% |
| 7D | -1.6% | +3.6% | -5.2% | -2.7% |
| 30D | +9.4% | -8.6% | +18.0% | +12.4% |
| 3M | +5.0% | -13.2% | +18.1% | +9.7% |
| 6M | -3.5% | +9.9% | -13.4% | -8.3% |
| YTD | +4.5% | +48.0% | -43.6% | -11.1% |
| 1Y | +67.8% | +66.2% | +1.6% | +43.7% |
| All | +67.8% | +66.5% | +1.3% | +43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling