+99.2%
GOOG vs PWR
+423.6%
-324.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +4.8% | +19.1% | -14.2% | 0.0% |
| 30D | -15.5% | -12.0% | -3.5% | -13.4% |
| 3M | -13.7% | -10.6% | -3.1% | -12.3% |
| 6M | -23.0% | -20.8% | -2.1% | -19.4% |
| YTD | -5.7% | +43.7% | -49.4% | -19.4% |
| 1Y | +3.0% | +35.0% | -32.0% | -10.2% |
| 3Y | +122.4% | +249.4% | -127.0% | +33.3% |
| 5Y | +99.2% | +422.1% | -322.9% | -4.8% |
| All | +99.2% | +423.6% | -324.4% | -4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling