+5,892.0%
FIX vs PWR
+2,321.3%
+3,570.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.3% |
| 7D | +6.0% | +3.6% | +2.4% | +3.1% |
| 30D | -7.2% | -8.6% | +1.3% | -0.1% |
| 3M | -15.9% | -13.2% | -2.7% | -5.0% |
| 6M | +12.7% | +9.9% | +2.8% | +5.9% |
| YTD | +72.8% | +48.0% | +24.8% | +29.3% |
| 1Y | +122.9% | +66.2% | +56.7% | +54.1% |
| 3Y | +774.3% | +195.1% | +579.2% | +320.6% |
| 5Y | +2,049.5% | +442.6% | +1,606.9% | +567.9% |
| All | +5,892.0% | +2,321.3% | +3,570.7% | +557.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling