+288.1%
HL vs PWR
+8,583.6%
-8,295.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.7% |
| 7D | +1.5% | +3.6% | -2.1% | +0.6% |
| 30D | +25.1% | -8.6% | +33.6% | +27.5% |
| 3M | +22.9% | -13.2% | +36.1% | +26.6% |
| 6M | -4.9% | +9.9% | -14.8% | -7.3% |
| YTD | +7.8% | +48.0% | -40.2% | -1.5% |
| 1Y | +133.9% | +66.2% | +67.7% | +108.5% |
| 3Y | +380.9% | +195.1% | +185.8% | +273.7% |
| 5Y | +230.2% | +442.6% | -212.4% | +123.7% |
| 10Y | +265.6% | +2,334.2% | -2,068.7% | +81.0% |
| All | +288.1% | +8,583.6% | -8,295.5% | +48.1% |
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 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