+8.1%
GE vs PWR
+30.1%
-21.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +9.4% | -5.5% | +1.5% |
| 7D | +6.3% | -4.8% | +11.0% | +6.7% |
| 30D | +8.9% | -16.2% | +25.1% | +12.7% |
| 3M | -9.2% | -11.9% | +2.8% | -7.4% |
| 6M | +13.2% | -20.6% | +33.8% | +18.7% |
| YTD | +9.4% | +40.3% | -30.9% | -9.6% |
| All | +8.1% | +30.1% | -21.9% | -10.9% |
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