+1,574.6%
BE vs PWR
+195.8%
+1,378.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.7% | +6.7% | +6.6% |
| 7D | +20.0% | +3.6% | +16.4% | +15.6% |
| 30D | +7.9% | -8.6% | +16.5% | +18.5% |
| 3M | -13.2% | -13.2% | -0.1% | +3.9% |
| 6M | +53.5% | +9.9% | +43.6% | +43.0% |
| YTD | +191.0% | +48.0% | +143.0% | +99.0% |
| 1Y | +360.5% | +66.2% | +294.3% | +197.4% |
| All | +1,574.6% | +195.8% | +1,378.8% | +572.1% |
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