+911.5%
BE vs PWR
+1,852.8%
-941.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.7% | +6.7% | +6.7% |
| 7D | +20.0% | +3.6% | +16.4% | +16.1% |
| 30D | +7.9% | -8.6% | +16.5% | +17.3% |
| 3M | -13.2% | -13.2% | -0.1% | +2.6% |
| 6M | +53.5% | +9.9% | +43.6% | +44.8% |
| YTD | +191.0% | +48.0% | +143.0% | +108.1% |
| 1Y | +360.5% | +66.2% | +294.3% | +209.3% |
| 3Y | +1,568.0% | +195.1% | +1,372.9% | +573.8% |
| 5Y | +1,055.2% | +442.6% | +612.6% | +184.1% |
| All | +911.5% | +1,852.8% | -941.3% | -17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling