+27.2%
B vs PWR
+19.4%
+7.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.3% | -5.7% | -0.8% |
| 7D | +9.6% | -12.9% | +22.5% | +11.7% |
| 30D | +3.5% | -22.8% | +26.4% | +9.2% |
| 3M | -1.6% | -19.0% | +17.4% | +2.1% |
| 6M | -1.7% | -31.1% | +29.4% | +7.3% |
| YTD | -5.3% | +28.2% | -33.6% | -15.5% |
| 1Y | +27.2% | +22.2% | +5.0% | +14.6% |
| All | +27.2% | +19.4% | +7.8% | +14.6% |
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