+237.7%
BAC vs PWR
+1,818.7%
-1,581.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.8% |
| 7D | +2.1% | -11.2% | +13.3% | +5.9% |
| 30D | -6.7% | -17.4% | +10.7% | -0.7% |
| 3M | -20.2% | -11.7% | -8.5% | -18.0% |
| 6M | -0.2% | -21.7% | +21.5% | +6.0% |
| YTD | -6.4% | +38.3% | -44.7% | -24.9% |
| 1Y | -3.1% | +29.6% | -32.7% | -20.2% |
| 3Y | +96.7% | +236.1% | -139.4% | -8.5% |
| 5Y | +21.3% | +406.3% | -385.1% | -58.4% |
| 10Y | +237.7% | +1,796.7% | -1,559.0% | -58.5% |
| All | +237.7% | +1,818.7% | -1,581.0% | -58.5% |
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