+2,747.0%
HD vs PWR
+6,979.4%
-4,232.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -12.3% | +10.8% | +0.9% |
| 7D | +6.4% | -19.9% | +26.2% | +10.6% |
| 30D | +22.1% | -29.3% | +51.3% | +29.7% |
| 3M | -0.2% | -25.5% | +25.3% | +4.7% |
| 6M | +12.6% | -34.0% | +46.6% | +19.9% |
| YTD | +3.9% | +20.7% | -16.8% | -3.1% |
| 1Y | -3.7% | +12.3% | -16.1% | -9.1% |
| 3Y | +27.9% | +201.9% | -174.0% | -4.4% |
| 5Y | +7.8% | +336.8% | -328.9% | -26.2% |
| 10Y | +269.4% | +1,748.9% | -1,479.5% | +84.7% |
| All | +2,747.0% | +6,979.4% | -4,232.4% | +808.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling