+436.0%
META vs PWR
+1,818.7%
-1,382.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.4% |
| 7D | +3.3% | -11.2% | +14.5% | +6.5% |
| 30D | -10.8% | -17.4% | +6.6% | -6.1% |
| 3M | +7.9% | -11.7% | +19.6% | +10.6% |
| 6M | +5.4% | -21.7% | +27.1% | +10.8% |
| YTD | -2.6% | +38.3% | -40.9% | -18.3% |
| 1Y | +1.9% | +29.6% | -27.7% | -12.7% |
| 3Y | +97.0% | +236.1% | -139.2% | +13.6% |
| 5Y | +97.6% | +406.3% | -308.7% | -4.0% |
| 10Y | +436.0% | +1,796.7% | -1,360.7% | +53.8% |
| All | +436.0% | +1,818.7% | -1,382.7% | +53.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling