-31.7%
HL vs PWR
-18.9%
-12.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.3% | -5.4% | -2.3% |
| 7D | -5.6% | +4.7% | -10.3% | -7.1% |
| 30D | -16.2% | -12.5% | -3.7% | -13.5% |
| 3M | -20.5% | -9.3% | -11.2% | -19.3% |
| 6M | -31.7% | -22.2% | -9.5% | -24.4% |
| All | -31.7% | -18.9% | -12.8% | -24.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling