-21.9%
BA vs PWR
+396.6%
-418.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.4% | -9.9% | -3.3% |
| 7D | -1.7% | -4.8% | +3.1% | -1.2% |
| 30D | -9.5% | -16.2% | +6.8% | -5.4% |
| 3M | -26.5% | -11.9% | -14.5% | -24.7% |
| 6M | -27.4% | -20.6% | -6.8% | -23.8% |
| YTD | -20.6% | +40.3% | -60.9% | -32.9% |
| 1Y | -11.4% | +33.0% | -44.4% | -23.9% |
| 3Y | -10.8% | +250.0% | -260.8% | -51.3% |
| 5Y | -21.9% | +404.2% | -426.1% | -65.7% |
| All | -21.9% | +396.6% | -418.6% | -65.7% |
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