+200.5%
B vs PWR
+1,915.1%
-1,714.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +9.4% | -5.1% | +3.0% |
| 7D | +11.3% | -4.8% | +16.1% | +11.5% |
| 30D | +2.9% | -16.2% | +19.2% | +4.8% |
| 3M | -2.9% | -11.9% | +9.1% | -1.9% |
| 6M | -1.2% | -20.6% | +19.4% | +0.8% |
| YTD | -1.3% | +40.3% | -41.6% | -5.8% |
| 1Y | +30.4% | +33.0% | -2.6% | +25.2% |
| 3Y | +195.3% | +250.0% | -54.7% | +157.8% |
| 5Y | +146.2% | +404.2% | -257.9% | +108.2% |
| 10Y | +200.5% | +1,865.8% | -1,665.4% | +143.3% |
| All | +200.5% | +1,915.1% | -1,714.6% | +143.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling