+214.8%
B vs PWR
+1,844.4%
-1,629.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.6% |
| 7D | -7.3% | +11.3% | -18.6% | -8.6% |
| 30D | -3.3% | -8.9% | +5.5% | -2.7% |
| 3M | -7.8% | -10.5% | +2.7% | -7.0% |
| 6M | -15.5% | -22.2% | +6.6% | -13.6% |
| YTD | -12.3% | +42.7% | -55.0% | -16.5% |
| 1Y | +5.4% | +41.1% | -35.7% | +0.4% |
| 3Y | +165.5% | +242.7% | -77.2% | +131.3% |
| 5Y | +107.0% | +418.5% | -311.5% | +73.8% |
| All | +214.8% | +1,844.4% | -1,629.6% | +146.5% |
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