+31.7%
HD vs PWR
+250.5%
-218.8%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | -0.2% |
| 7D | -1.2% | +4.7% | -5.9% | -1.5% |
| 30D | +20.9% | -12.5% | +33.4% | +21.8% |
| 3M | -0.2% | -9.3% | +9.2% | +0.1% |
| 6M | +14.5% | -22.2% | +36.7% | +16.9% |
| YTD | +4.3% | +44.2% | -39.8% | -2.8% |
| 1Y | -3.5% | +35.5% | -39.0% | -9.3% |
| All | +31.7% | +250.5% | -218.8% | -8.5% |
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