+25.9%
HD vs PWR
+221.0%
-195.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.3% | -8.1% | -2.2% |
| 7D | +4.3% | -12.9% | +17.2% | +4.9% |
| 30D | +20.2% | -22.8% | +43.0% | +22.1% |
| 3M | -1.0% | -19.0% | +18.0% | 0.0% |
| 6M | +7.9% | -31.1% | +39.0% | +11.1% |
| YTD | +2.0% | +28.2% | -26.3% | -4.2% |
| 1Y | -4.3% | +22.2% | -26.5% | -9.7% |
| 3Y | +25.9% | +222.1% | -196.2% | -13.1% |
| All | +25.9% | +221.0% | -195.1% | -13.1% |
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