+1,008.9%
BE vs PWR
+1,898.5%
-889.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.3% | +7.3% | +7.4% |
| 7D | +29.8% | +4.5% | +25.2% | +24.7% |
| 30D | +26.4% | -4.9% | +31.3% | +32.5% |
| 3M | +9.3% | -7.9% | +17.2% | +22.2% |
| 6M | +105.1% | +18.3% | +86.7% | +80.3% |
| YTD | +219.0% | +51.5% | +167.5% | +123.4% |
| 1Y | +418.8% | +70.3% | +348.4% | +241.1% |
| 3Y | +1,784.6% | +210.6% | +1,574.0% | +627.4% |
| 5Y | +1,251.0% | +456.7% | +794.3% | +224.8% |
| All | +1,008.9% | +1,898.5% | -889.7% | -11.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling