+123.1%
GOOG vs PWR
+249.5%
-126.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +4.8% | +19.1% | -14.2% | +1.1% |
| 30D | -15.5% | -12.0% | -3.5% | -13.8% |
| 3M | -13.7% | -10.6% | -3.1% | -12.6% |
| 6M | -23.0% | -20.8% | -2.1% | -19.7% |
| YTD | -5.7% | +43.7% | -49.4% | -17.1% |
| 1Y | +3.0% | +35.0% | -32.0% | -8.0% |
| All | +123.1% | +249.5% | -126.4% | +61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling