+40.1%
GILD vs PWR
+15.1%
+25.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -12.3% | +8.3% | -3.7% |
| 7D | +1.2% | -19.9% | +21.0% | +1.4% |
| 30D | +16.2% | -29.3% | +45.4% | +17.0% |
| 3M | +27.9% | -25.5% | +53.4% | +28.5% |
| 6M | +27.1% | -34.0% | +61.1% | +30.3% |
| YTD | +39.0% | +20.7% | +18.3% | +29.2% |
| 1Y | +40.1% | +12.3% | +27.7% | +31.7% |
| All | +40.1% | +15.1% | +25.0% | +31.7% |
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