+211.8%
B vs PWR
+6,979.4%
-6,767.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -12.3% | +12.8% | +1.7% |
| 7D | +4.3% | -19.9% | +24.2% | +6.2% |
| 30D | -0.9% | -29.3% | +28.3% | +2.0% |
| 3M | -1.4% | -25.5% | +24.1% | +1.0% |
| 6M | +5.0% | -34.0% | +39.0% | +8.6% |
| YTD | -5.8% | +20.7% | -26.5% | -8.0% |
| 1Y | +25.6% | +12.3% | +13.3% | +23.5% |
| 3Y | +161.6% | +201.9% | -40.3% | +134.0% |
| 5Y | +135.2% | +336.8% | -201.5% | +102.2% |
| 10Y | +170.7% | +1,748.9% | -1,578.1% | +101.3% |
| All | +211.8% | +6,979.4% | -6,767.6% | +105.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling