+593.0%
BE vs PWR
+1,591.9%
-998.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +6.3% | -2.8% | -2.7% |
| 7D | -14.7% | -12.9% | -1.9% | -2.5% |
| 30D | -40.5% | -22.8% | -17.7% | -23.1% |
| 3M | -24.3% | -19.0% | -5.3% | -6.9% |
| 6M | -39.3% | -31.1% | -8.2% | -9.4% |
| YTD | +99.4% | +28.3% | +71.1% | +64.9% |
| 1Y | +26.6% | +22.2% | +4.4% | +12.6% |
| 3Y | +1,616.9% | +222.2% | +1,394.8% | +551.8% |
| 5Y | +441.4% | +364.2% | +77.2% | +54.8% |
| All | +593.0% | +1,591.9% | -998.9% | -34.6% |
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