+93.1%
BKNG vs PWR
+440.5%
-347.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.8% |
| 7D | -10.7% | -0.2% | -10.4% | -10.7% |
| 30D | -18.1% | -7.7% | -10.4% | -17.0% |
| 3M | +8.5% | -4.9% | +13.5% | +8.2% |
| 6M | -0.1% | +9.7% | -9.8% | -5.9% |
| YTD | -18.2% | +46.7% | -64.9% | -30.8% |
| 1Y | -19.9% | +58.7% | -78.6% | -34.7% |
| 3Y | +41.6% | +200.7% | -159.1% | -14.8% |
| 5Y | +93.1% | +438.6% | -345.4% | -10.5% |
| All | +93.1% | +440.5% | -347.4% | -10.5% |
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