+207.0%
C vs PWR
+1,844.4%
-1,637.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | +0.3% |
| 7D | +4.2% | +11.3% | -7.1% | -0.9% |
| 30D | +2.0% | -8.9% | +10.8% | +4.7% |
| 3M | -10.1% | -10.5% | +0.4% | -7.6% |
| 6M | +1.0% | -22.2% | +23.2% | +9.3% |
| YTD | +8.5% | +42.7% | -34.3% | -14.9% |
| 1Y | +25.7% | +41.1% | -15.4% | -1.2% |
| 3Y | +216.0% | +242.7% | -26.8% | +43.0% |
| 5Y | +112.3% | +418.5% | -306.2% | -30.5% |
| All | +207.0% | +1,844.4% | -1,637.4% | -63.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling