+112.2%
C vs PWR
+400.1%
-287.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.7% | +0.6% |
| 7D | -0.4% | -11.2% | +10.9% | +2.3% |
| 30D | -5.2% | -17.4% | +12.2% | -0.9% |
| 3M | -9.1% | -11.7% | +2.7% | -7.1% |
| 6M | -1.6% | -21.7% | +20.1% | +3.2% |
| YTD | +6.9% | +38.3% | -31.3% | -6.4% |
| 1Y | +23.0% | +29.6% | -6.6% | +9.6% |
| 3Y | +216.1% | +236.1% | -20.0% | +104.3% |
| 5Y | +112.2% | +406.3% | -294.1% | +24.8% |
| All | +112.2% | +400.1% | -287.9% | +24.8% |
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