+746.1%
GLD vs PWR
+6,659.9%
-5,913.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -12.3% | +13.1% | +1.2% |
| 7D | +1.9% | -19.9% | +21.7% | +2.6% |
| 30D | -1.8% | -29.3% | +27.5% | -0.7% |
| 3M | -3.6% | -25.5% | +21.8% | -2.8% |
| 6M | -10.2% | -34.0% | +23.8% | -9.1% |
| YTD | -5.3% | +20.7% | -25.9% | -6.0% |
| 1Y | +2.5% | +12.3% | -9.9% | +1.8% |
| 3Y | +103.2% | +201.9% | -98.7% | +95.5% |
| 5Y | +121.1% | +336.8% | -215.7% | +109.8% |
| 10Y | +201.9% | +1,748.9% | -1,547.0% | +172.7% |
| All | +746.1% | +6,659.9% | -5,913.8% | +593.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling