+165.0%
HL vs PWR
+8,356.0%
-8,191.0%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.3% | -5.4% | -2.2% |
| 7D | -5.6% | +4.7% | -10.3% | -6.7% |
| 30D | -16.2% | -12.5% | -3.7% | -14.2% |
| 3M | -20.5% | -9.3% | -11.2% | -19.5% |
| 6M | -31.7% | -22.2% | -9.5% | -28.5% |
| YTD | -26.4% | +44.2% | -70.5% | -32.9% |
| 1Y | -4.3% | +35.5% | -39.8% | -11.6% |
| 3Y | +276.9% | +250.4% | +26.4% | +180.8% |
| 5Y | +124.1% | +425.6% | -301.6% | +51.5% |
| 10Y | +144.6% | +1,874.2% | -1,729.6% | +24.9% |
| All | +165.0% | +8,356.0% | -8,191.0% | +0.8% |
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