+104.9%
F vs PWR
+8,583.6%
-8,478.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | +5.3% | +3.6% | +1.7% | +4.4% |
| 30D | +4.6% | -8.6% | +13.2% | +6.7% |
| 3M | -3.7% | -13.2% | +9.5% | -1.4% |
| 6M | +16.8% | +9.9% | +6.9% | +12.3% |
| YTD | +15.3% | +48.0% | -32.7% | +2.7% |
| 1Y | +31.0% | +66.2% | -35.2% | +13.1% |
| 3Y | +45.4% | +195.1% | -149.7% | +6.3% |
| 5Y | +54.7% | +442.6% | -387.9% | -2.5% |
| 10Y | +98.2% | +2,334.2% | -2,236.0% | -10.7% |
| All | +104.9% | +8,583.6% | -8,478.7% | -31.8% |
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 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