+133.6%
GOOG vs PWR
+459.2%
-325.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.6% |
| 7D | +1.1% | +4.5% | -3.4% | -0.2% |
| 30D | -5.1% | -4.9% | -0.2% | -4.0% |
| 3M | -7.1% | -7.9% | +0.8% | -5.8% |
| 6M | +12.7% | +18.3% | -5.7% | +5.0% |
| YTD | +7.1% | +51.5% | -44.4% | -8.2% |
| 1Y | +43.6% | +70.3% | -26.7% | +18.1% |
| 3Y | +146.8% | +210.6% | -63.8% | +60.0% |
| All | +133.6% | +459.2% | -325.6% | +12.9% |
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 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