+195.3%
B vs PWR
+245.6%
-50.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +9.4% | -5.1% | +2.4% |
| 7D | +11.3% | -4.8% | +16.1% | +11.5% |
| 30D | +2.9% | -16.2% | +19.2% | +6.0% |
| 3M | -2.9% | -11.9% | +9.1% | -1.3% |
| 6M | -1.2% | -20.6% | +19.4% | +2.3% |
| YTD | -1.3% | +40.3% | -41.6% | -9.1% |
| 1Y | +30.4% | +33.0% | -2.6% | +21.2% |
| 3Y | +195.3% | +250.0% | -54.7% | +152.6% |
| All | +195.3% | +245.6% | -50.3% | +152.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling