+583.2%
BA vs PWR
+8,583.6%
-8,000.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | +1.2% | +3.6% | -2.4% | +0.3% |
| 30D | -11.6% | -8.6% | -3.1% | -9.9% |
| 3M | -2.4% | -13.2% | +10.8% | +0.1% |
| 6M | -6.6% | +9.9% | -16.5% | -9.8% |
| YTD | -2.2% | +48.0% | -50.3% | -12.0% |
| 1Y | -8.0% | +66.2% | -74.2% | -19.7% |
| 3Y | -5.0% | +195.1% | -200.1% | -28.8% |
| 5Y | -2.7% | +442.6% | -445.3% | -36.9% |
| 10Y | +75.9% | +2,334.2% | -2,258.4% | -15.1% |
| All | +583.2% | +8,583.6% | -8,000.4% | +117.1% |
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