+1,616.9%
BE vs PWR
+221.1%
+1,395.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +6.3% | -2.8% | -3.4% |
| 7D | -14.7% | -12.9% | -1.9% | -1.3% |
| 30D | -40.5% | -22.8% | -17.7% | -21.1% |
| 3M | -24.3% | -19.0% | -5.3% | -5.1% |
| 6M | -39.3% | -31.1% | -8.2% | -6.8% |
| YTD | +99.4% | +28.3% | +71.1% | +60.2% |
| 1Y | +26.6% | +22.2% | +4.4% | +10.3% |
| 3Y | +1,616.9% | +222.2% | +1,394.8% | +607.2% |
| All | +1,616.9% | +221.1% | +1,395.9% | +607.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling