+18.6%
DIA vs PWR
+66.5%
-47.9%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -0.2% | +3.6% | -3.8% | -0.5% |
| 30D | -1.5% | -8.6% | +7.1% | -0.7% |
| 3M | +3.8% | -13.2% | +16.9% | +5.1% |
| 6M | +10.3% | +9.9% | +0.4% | +7.7% |
| YTD | +12.1% | +48.0% | -35.9% | +5.8% |
| 1Y | +18.6% | +66.2% | -47.5% | +12.3% |
| All | +18.6% | +66.5% | -47.9% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling