+3,653.2%
FIX vs PWR
+1,832.8%
+1,820.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.3% | -0.8% | +0.3% |
| 7D | -17.5% | -12.9% | -4.6% | -7.0% |
| 30D | -41.6% | -22.8% | -18.7% | -27.2% |
| 3M | -40.6% | -19.0% | -21.6% | -28.5% |
| 6M | -49.4% | -31.1% | -18.3% | -30.2% |
| YTD | +9.2% | +28.2% | -19.1% | -7.1% |
| 1Y | +6.5% | +22.2% | -15.7% | -5.5% |
| 3Y | +448.7% | +222.1% | +226.6% | +158.9% |
| 5Y | +948.7% | +364.1% | +584.7% | +272.7% |
| All | +3,653.2% | +1,832.8% | +1,820.4% | +397.0% |
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