+49.1%
LLY vs PWR
+28.2%
+20.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.9% | +1.5% |
| 7D | +1.6% | -11.2% | +12.9% | +1.4% |
| 30D | +21.5% | -17.4% | +38.9% | +21.3% |
| 3M | +16.4% | -11.7% | +28.2% | +16.1% |
| 6M | +51.5% | -21.7% | +73.2% | +55.1% |
| YTD | +33.9% | +38.3% | -4.4% | +33.4% |
| 1Y | +49.1% | +29.6% | +19.5% | +48.2% |
| All | +49.1% | +28.2% | +20.9% | +48.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling