+2,105.4%
FIX vs PWR
+443.9%
+1,661.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.3% |
| 7D | +6.0% | +3.6% | +2.4% | +2.8% |
| 30D | -7.2% | -8.6% | +1.3% | +0.6% |
| 3M | -15.9% | -13.2% | -2.7% | -4.0% |
| 6M | +12.7% | +9.9% | +2.8% | +4.8% |
| YTD | +72.8% | +48.0% | +24.8% | +25.0% |
| 1Y | +122.9% | +66.2% | +56.7% | +47.7% |
| 3Y | +774.3% | +195.1% | +579.2% | +310.1% |
| All | +2,105.4% | +443.9% | +1,661.6% | +620.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling