+233.0%
BAC vs PWR
+1,887.5%
-1,654.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | -1.7% |
| 7D | -1.9% | +4.7% | -6.6% | -4.2% |
| 30D | -7.2% | -12.5% | +5.3% | -3.5% |
| 3M | -20.4% | -9.3% | -11.1% | -19.0% |
| 6M | +1.3% | -22.2% | +23.4% | +8.2% |
| YTD | -6.4% | +44.2% | -50.5% | -26.2% |
| 1Y | -3.5% | +35.5% | -39.0% | -22.0% |
| 3Y | +96.7% | +250.4% | -153.7% | -10.1% |
| 5Y | +20.6% | +425.6% | -405.0% | -59.2% |
| 10Y | +233.0% | +1,874.2% | -1,641.2% | -59.8% |
| All | +233.0% | +1,887.5% | -1,654.5% | -59.8% |
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 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