+35.6%
PFE vs PWR
+31.4%
+4.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -11.7% | +14.3% | +2.0% |
| 7D | +4.6% | -4.4% | +8.9% | +4.3% |
| 30D | +12.3% | -15.1% | +27.4% | +11.7% |
| 3M | +21.2% | -16.2% | +37.4% | +20.5% |
| 6M | +21.1% | -23.3% | +44.4% | +21.1% |
| YTD | +30.0% | +37.6% | -7.6% | +26.4% |
| 1Y | +35.6% | +32.4% | +3.2% | +32.2% |
| All | +35.6% | +31.4% | +4.2% | +32.2% |
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