-57.0%
FIG vs PWR
+34.5%
-91.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | +2.6% | +19.1% | -16.5% | +5.2% |
| 30D | -13.1% | -12.0% | -1.0% | -15.8% |
| 3M | -20.3% | -10.6% | -9.8% | -22.5% |
| 6M | -2.1% | -20.8% | +18.7% | -4.3% |
| YTD | -49.4% | +43.7% | -93.1% | -54.7% |
| 1Y | -57.0% | +35.0% | -92.0% | -59.8% |
| All | -57.0% | +34.5% | -91.5% | -59.8% |
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 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