+74.9%
CB vs PWR
+247.1%
-172.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.0% |
| 7D | +2.9% | +11.3% | -8.4% | +3.6% |
| 30D | +7.3% | -8.9% | +16.2% | +7.0% |
| 3M | +9.4% | -10.5% | +19.9% | +9.0% |
| 6M | +19.6% | -22.2% | +41.8% | +19.3% |
| YTD | +21.5% | +42.7% | -21.3% | +22.3% |
| 1Y | +28.0% | +41.1% | -13.1% | +28.8% |
| 3Y | +74.9% | +242.7% | -167.9% | +71.6% |
| All | +74.9% | +247.1% | -172.2% | +71.6% |
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