+1,012.9%
DIA vs PWR
+7,423.5%
-6,410.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.3% | -6.7% | -1.4% |
| 7D | -0.9% | -12.9% | +11.9% | +1.0% |
| 30D | +0.3% | -22.8% | +23.1% | +4.1% |
| 3M | -4.5% | -19.0% | +14.5% | -1.9% |
| 6M | +3.4% | -31.1% | +34.4% | +8.5% |
| YTD | +7.8% | +28.3% | -20.5% | +1.4% |
| 1Y | +10.7% | +22.2% | -11.5% | +4.9% |
| 3Y | +57.5% | +222.2% | -164.6% | +24.4% |
| 5Y | +53.7% | +364.2% | -310.4% | +12.9% |
| 10Y | +247.2% | +1,864.8% | -1,617.6% | +99.4% |
| All | +1,012.9% | +7,423.5% | -6,410.6% | +382.4% |
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