+8.9%
GE vs PWR
+31.4%
-22.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -11.7% | +14.4% | +5.5% |
| 7D | +9.4% | -4.4% | +13.8% | +10.0% |
| 30D | +7.5% | -15.1% | +22.6% | +11.1% |
| 3M | -12.5% | -16.2% | +3.7% | -9.5% |
| 6M | +17.8% | -23.3% | +41.1% | +25.1% |
| YTD | +7.4% | +37.6% | -30.2% | -10.0% |
| 1Y | +8.9% | +32.4% | -23.5% | -9.9% |
| All | +8.9% | +31.4% | -22.5% | -9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling