+222.7%
B vs PWR
+1,887.5%
-1,664.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.3% | -5.8% | -2.1% |
| 7D | -2.7% | +4.7% | -7.4% | -3.4% |
| 30D | -4.3% | -12.5% | +8.2% | -3.1% |
| 3M | -2.3% | -9.3% | +7.0% | -1.7% |
| 6M | -16.2% | -22.2% | +5.9% | -14.3% |
| YTD | -8.8% | +44.2% | -53.0% | -13.3% |
| 1Y | +11.4% | +35.5% | -24.2% | +6.5% |
| 3Y | +174.3% | +250.4% | -76.2% | +138.4% |
| 5Y | +116.2% | +425.6% | -309.4% | +81.2% |
| 10Y | +222.7% | +1,874.2% | -1,651.5% | +151.1% |
| All | +222.7% | +1,887.5% | -1,664.8% | +151.1% |
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