+251.7%
BAC vs PWR
+1,915.1%
-1,663.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +9.4% | -7.1% | -1.4% |
| 7D | +2.0% | -4.8% | +6.8% | +2.7% |
| 30D | -6.9% | -16.2% | +9.3% | -1.5% |
| 3M | -19.6% | -11.9% | -7.6% | -17.2% |
| 6M | -0.5% | -20.6% | +20.1% | +5.1% |
| YTD | -6.6% | +40.3% | -46.9% | -25.6% |
| 1Y | -3.0% | +33.0% | -36.0% | -21.0% |
| 3Y | +97.3% | +250.0% | -152.7% | -10.2% |
| 5Y | +21.9% | +404.2% | -382.3% | -58.0% |
| 10Y | +251.7% | +1,865.8% | -1,614.2% | -58.3% |
| All | +251.7% | +1,915.1% | -1,663.4% | -58.3% |
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 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