-55.8%
FIG vs PWR
+66.5%
-122.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.7% | -5.1% | -4.3% |
| 7D | -16.3% | +3.6% | -19.9% | -15.9% |
| 30D | -14.3% | -8.6% | -5.7% | -15.3% |
| 3M | +7.2% | -13.2% | +20.3% | +7.2% |
| 6M | -18.6% | +9.9% | -28.5% | -24.5% |
| YTD | -35.5% | +48.0% | -83.5% | -47.6% |
| 1Y | -55.8% | +66.2% | -122.0% | -64.3% |
| All | -55.8% | +66.5% | -122.3% | -64.3% |
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