+39.4%
GM vs PWR
+31.4%
+8.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -11.7% | +16.3% | +5.2% |
| 7D | +12.1% | -4.4% | +16.4% | +11.9% |
| 30D | +15.2% | -15.1% | +30.3% | +15.9% |
| 3M | +4.9% | -16.2% | +21.1% | +5.6% |
| 6M | +22.6% | -23.3% | +46.0% | +25.6% |
| YTD | +14.4% | +37.6% | -23.2% | +10.3% |
| 1Y | +39.4% | +32.4% | +7.0% | +34.9% |
| All | +39.4% | +31.4% | +8.0% | +34.9% |
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