+30.7%
HD vs PWR
+247.1%
-216.4%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.2% |
| 7D | +1.5% | +11.3% | -9.8% | +0.8% |
| 30D | +18.0% | -8.9% | +26.9% | +18.4% |
| 3M | +2.8% | -10.5% | +13.3% | +3.2% |
| 6M | +17.0% | -22.2% | +39.1% | +19.3% |
| YTD | +3.5% | +42.7% | -39.2% | -3.5% |
| 1Y | -2.6% | +41.1% | -43.7% | -9.2% |
| 3Y | +30.7% | +242.7% | -212.0% | -9.1% |
| All | +30.7% | +247.1% | -216.4% | -9.1% |
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