+121.7%
B vs PWR
+400.1%
-278.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.4% | -4.7% | -5.9% |
| 7D | +7.1% | -11.2% | +18.4% | +8.8% |
| 30D | -3.3% | -17.4% | +14.1% | -0.6% |
| 3M | -2.5% | -11.7% | +9.2% | -1.3% |
| 6M | -7.2% | -21.7% | +14.5% | -4.3% |
| YTD | -7.4% | +38.3% | -45.6% | -13.2% |
| 1Y | +16.4% | +29.6% | -13.1% | +10.1% |
| 3Y | +178.7% | +236.1% | -57.4% | +128.9% |
| 5Y | +121.7% | +406.3% | -284.7% | +75.6% |
| All | +121.7% | +400.1% | -278.4% | +75.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling