+472.7%
LLY vs PWR
+427.2%
+45.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.3% | -3.9% | -0.2% |
| 7D | +1.4% | +4.7% | -3.4% | +0.6% |
| 30D | +21.5% | -12.5% | +34.0% | +23.1% |
| 3M | +18.5% | -9.3% | +27.8% | +19.1% |
| 6M | +49.1% | -22.2% | +71.3% | +53.5% |
| YTD | +34.4% | +44.2% | -9.8% | +23.4% |
| 1Y | +46.3% | +35.5% | +10.8% | +35.7% |
| 3Y | +145.5% | +250.4% | -105.0% | +80.3% |
| 5Y | +472.7% | +425.6% | +47.1% | +271.3% |
| All | +472.7% | +427.2% | +45.5% | +271.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling