-0.6%
C vs PWR
+8,583.6%
-8,584.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | +3.6% | +3.6% | 0.0% | +2.5% |
| 30D | +0.1% | -8.6% | +8.6% | +2.7% |
| 3M | +2.4% | -13.2% | +15.6% | +6.1% |
| 6M | +24.9% | +9.9% | +15.0% | +19.0% |
| YTD | +19.8% | +48.0% | -28.2% | +3.5% |
| 1Y | +44.9% | +66.2% | -21.3% | +20.0% |
| 3Y | +263.0% | +195.1% | +67.9% | +143.5% |
| 5Y | +129.5% | +442.6% | -313.0% | +23.9% |
| 10Y | +291.6% | +2,334.2% | -2,042.6% | +34.2% |
| All | -0.6% | +8,583.6% | -8,584.1% | -76.0% |
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