+69.0%
F vs PWR
+1,887.5%
-1,818.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.3% | -4.5% | -2.0% |
| 7D | -2.1% | +4.7% | -6.9% | -4.8% |
| 30D | +3.3% | -12.5% | +15.8% | +7.4% |
| 3M | -11.3% | -9.3% | -2.0% | -10.0% |
| 6M | +5.3% | -22.2% | +27.5% | +12.9% |
| YTD | -2.2% | +44.2% | -46.4% | -24.4% |
| 1Y | -3.5% | +35.5% | -39.1% | -23.4% |
| 3Y | +49.5% | +250.4% | -200.9% | -35.7% |
| 5Y | -13.5% | +425.6% | -439.1% | -72.1% |
| 10Y | +69.0% | +1,874.2% | -1,805.2% | -77.6% |
| All | +69.0% | +1,887.5% | -1,818.5% | -77.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling