+641.7%
BE vs PWR
+1,724.0%
-1,082.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.4% | -3.0% | -3.0% |
| 7D | -13.4% | -11.2% | -2.1% | -2.6% |
| 30D | -33.9% | -17.4% | -16.5% | -19.9% |
| 3M | -12.0% | -11.7% | -0.2% | -0.1% |
| 6M | -29.0% | -21.7% | -7.3% | -6.1% |
| YTD | +113.4% | +38.3% | +75.1% | +64.4% |
| 1Y | +33.2% | +29.6% | +3.6% | +12.0% |
| 3Y | +1,659.2% | +236.1% | +1,423.1% | +541.8% |
| 5Y | +461.4% | +406.3% | +55.0% | +47.9% |
| All | +641.7% | +1,724.0% | -1,082.3% | -34.8% |
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