+26.6%
BA vs PWR
+1,818.7%
-1,792.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.3% |
| 7D | 0.0% | -11.2% | +11.3% | +4.5% |
| 30D | -8.9% | -17.4% | +8.5% | -2.0% |
| 3M | -25.5% | -11.7% | -13.8% | -23.1% |
| 6M | -27.0% | -21.7% | -5.3% | -21.3% |
| YTD | -20.1% | +38.3% | -58.4% | -38.7% |
| 1Y | -11.0% | +29.6% | -40.6% | -29.5% |
| 3Y | -11.8% | +236.1% | -248.0% | -64.6% |
| 5Y | -20.6% | +406.3% | -427.0% | -77.7% |
| 10Y | +26.6% | +1,796.7% | -1,770.1% | -87.4% |
| All | +26.6% | +1,818.7% | -1,792.1% | -87.4% |
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