+532.2%
BE vs PWR
+411.6%
+120.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.2% |
| 7D | +10.8% | +11.3% | -0.5% | -0.9% |
| 30D | -19.8% | -8.9% | -10.9% | -10.9% |
| 3M | -18.7% | -10.5% | -8.2% | -7.9% |
| 6M | -33.7% | -22.2% | -11.6% | -9.5% |
| YTD | +121.0% | +42.7% | +78.2% | +55.5% |
| 1Y | +85.4% | +41.1% | +44.3% | +35.2% |
| 3Y | +1,709.5% | +242.7% | +1,466.8% | +421.1% |
| All | +532.2% | +411.6% | +120.6% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling