-23.1%
BA vs PWR
+349.5%
-372.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -12.3% | +9.8% | +1.1% |
| 7D | -0.1% | -19.9% | +19.8% | +6.0% |
| 30D | -9.1% | -29.3% | +20.1% | 0.0% |
| 3M | -28.2% | -25.5% | -2.7% | -22.5% |
| 6M | -23.1% | -34.0% | +10.9% | -14.5% |
| YTD | -20.6% | +20.7% | -41.2% | -29.6% |
| 1Y | -12.7% | +12.3% | -25.0% | -20.8% |
| 3Y | -11.6% | +201.9% | -213.4% | -49.4% |
| 5Y | -23.1% | +336.8% | -359.9% | -64.8% |
| All | -23.1% | +349.5% | -372.7% | -64.8% |
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