+14.4%
FIX vs PWR
+31.4%
-17.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -11.7% | -3.4% | -2.8% |
| 7D | -18.9% | -4.4% | -14.5% | -14.6% |
| 30D | -36.3% | -15.1% | -21.2% | -23.9% |
| 3M | -38.5% | -16.2% | -22.3% | -25.3% |
| 6M | -42.3% | -23.3% | -18.9% | -22.0% |
| YTD | +17.1% | +37.6% | -20.5% | -20.8% |
| 1Y | +14.4% | +32.4% | -18.0% | -19.1% |
| All | +14.4% | +31.4% | -17.0% | -19.1% |
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