+71.8%
CB vs PWR
+221.0%
-149.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.3% | -8.0% | -1.4% |
| 7D | +0.2% | -12.9% | +13.1% | -0.4% |
| 30D | +9.1% | -22.8% | +31.9% | +7.8% |
| 3M | +3.4% | -19.0% | +22.4% | +2.5% |
| 6M | +14.1% | -31.1% | +45.2% | +13.1% |
| YTD | +18.0% | +28.2% | -10.2% | +18.0% |
| 1Y | +30.1% | +22.2% | +7.9% | +30.1% |
| 3Y | +71.8% | +222.1% | -150.3% | +63.8% |
| All | +71.8% | +221.0% | -149.2% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling