-14.0%
C vs PWR
+6,979.4%
-6,993.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -12.3% | +7.3% | -1.2% |
| 7D | -5.3% | -19.9% | +14.6% | +0.9% |
| 30D | -7.3% | -29.3% | +21.9% | +2.4% |
| 3M | -13.5% | -25.5% | +12.0% | -6.3% |
| 6M | -6.5% | -34.0% | +27.5% | +4.1% |
| YTD | +3.6% | +20.7% | -17.1% | -5.6% |
| 1Y | +18.9% | +12.3% | +6.6% | +10.6% |
| 3Y | +205.0% | +201.9% | +3.1% | +101.5% |
| 5Y | +109.4% | +336.8% | -227.4% | +19.9% |
| 10Y | +232.9% | +1,748.9% | -1,515.9% | +22.8% |
| All | -14.0% | +6,979.4% | -6,993.4% | -78.1% |
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