-58.1%
FIG vs PWR
+28.2%
-86.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -4.2% |
| 7D | -11.4% | -11.2% | -0.2% | -14.5% |
| 30D | -17.2% | -17.4% | +0.2% | -20.6% |
| 3M | -26.6% | -11.7% | -14.9% | -28.6% |
| 6M | -9.8% | -21.7% | +11.9% | -12.4% |
| YTD | -50.1% | +38.3% | -88.4% | -55.6% |
| 1Y | -58.1% | +29.6% | -87.6% | -60.9% |
| All | -58.1% | +28.2% | -86.3% | -60.9% |
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