+137.7%
GOOGL vs PWR
+458.8%
-321.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.4% | -0.7% |
| 7D | +1.1% | +4.5% | -3.5% | -0.2% |
| 30D | -4.4% | -4.9% | +0.4% | -3.3% |
| 3M | -6.8% | -7.9% | +1.1% | -5.5% |
| 6M | +13.6% | +18.3% | -4.8% | +5.8% |
| YTD | +8.3% | +51.5% | -43.2% | -7.2% |
| 1Y | +44.9% | +70.3% | -25.4% | +19.1% |
| 3Y | +150.5% | +210.6% | -60.1% | +62.4% |
| 5Y | +137.7% | +456.7% | -319.0% | +15.4% |
| All | +137.7% | +458.8% | -321.1% | +15.4% |
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