+455.3%
BA vs PWR
+6,979.4%
-6,524.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -12.3% | +9.8% | +0.3% |
| 7D | -0.1% | -19.9% | +19.8% | +4.6% |
| 30D | -9.1% | -29.3% | +20.1% | -2.4% |
| 3M | -28.2% | -25.5% | -2.7% | -24.0% |
| 6M | -23.1% | -34.0% | +10.9% | -16.9% |
| YTD | -20.6% | +20.7% | -41.2% | -25.8% |
| 1Y | -12.7% | +12.3% | -25.0% | -17.2% |
| 3Y | -11.6% | +201.9% | -213.4% | -34.5% |
| 5Y | -23.1% | +336.8% | -359.9% | -48.0% |
| 10Y | +34.4% | +1,748.9% | -1,714.5% | -31.8% |
| All | +455.3% | +6,979.4% | -6,524.2% | +83.3% |
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