-3.5%
BAC vs PWR
+36.2%
-39.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | -0.3% |
| 7D | -1.9% | +4.7% | -6.6% | -2.2% |
| 30D | -7.2% | -12.5% | +5.3% | -6.6% |
| 3M | -20.4% | -9.3% | -11.1% | -20.2% |
| 6M | +1.3% | -22.2% | +23.4% | +2.4% |
| YTD | -6.4% | +44.2% | -50.5% | -12.4% |
| 1Y | -3.5% | +35.5% | -39.0% | -9.3% |
| All | -3.5% | +36.2% | -39.7% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling