+3,553.2%
FIX vs PWR
+1,844.4%
+1,708.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -0.8% |
| 7D | +9.4% | +11.3% | -1.9% | +0.3% |
| 30D | -27.8% | -8.9% | -18.9% | -21.4% |
| 3M | -35.6% | -10.5% | -25.0% | -28.4% |
| 6M | -45.2% | -22.2% | -23.1% | -31.6% |
| YTD | +19.5% | +42.7% | -23.3% | -6.8% |
| 1Y | +24.2% | +41.1% | -16.9% | -1.9% |
| 3Y | +494.2% | +242.7% | +251.4% | +165.3% |
| 5Y | +1,036.1% | +418.5% | +617.6% | +270.1% |
| All | +3,553.2% | +1,844.4% | +1,708.7% | +378.1% |
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 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