+3,601.2%
FIX vs PWR
+1,857.9%
+1,743.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.6% |
| 7D | +16.9% | +19.1% | -2.2% | +1.4% |
| 30D | -30.6% | -12.0% | -18.6% | -22.3% |
| 3M | -35.1% | -10.6% | -24.5% | -27.9% |
| 6M | -44.0% | -20.8% | -23.2% | -31.0% |
| YTD | +21.0% | +43.7% | -22.7% | -6.1% |
| 1Y | +16.2% | +35.0% | -18.8% | -5.0% |
| 3Y | +506.9% | +249.4% | +257.5% | +167.2% |
| 5Y | +1,051.1% | +422.1% | +629.0% | +272.9% |
| All | +3,601.2% | +1,857.9% | +1,743.3% | +381.6% |
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