+55.3%
BE vs PWR
+31.4%
+23.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -11.7% | +5.3% | +8.2% |
| 7D | -12.1% | -4.4% | -7.8% | -8.5% |
| 30D | -30.1% | -15.1% | -15.0% | -14.7% |
| 3M | -12.1% | -16.2% | +4.1% | +8.8% |
| 6M | -30.6% | -23.3% | -7.2% | -0.9% |
| YTD | +130.6% | +37.6% | +93.0% | +22.3% |
| 1Y | +55.3% | +32.4% | +22.9% | -7.3% |
| All | +55.3% | +31.4% | +23.9% | -7.3% |
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