+49.6%
PFE vs PWR
+1,915.1%
-1,865.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +9.4% | -9.9% | -1.5% |
| 7D | -4.7% | -4.8% | +0.1% | -4.5% |
| 30D | +3.4% | -16.2% | +19.6% | +5.0% |
| 3M | +9.2% | -11.9% | +21.2% | +10.1% |
| 6M | +15.8% | -20.6% | +36.4% | +17.7% |
| YTD | +23.4% | +40.3% | -16.8% | +15.6% |
| 1Y | +25.8% | +33.0% | -7.2% | +18.6% |
| 3Y | +17.8% | +250.0% | -232.1% | -7.7% |
| 5Y | -20.2% | +404.2% | -424.3% | -43.3% |
| 10Y | +49.6% | +1,865.8% | -1,816.2% | -30.0% |
| All | +49.6% | +1,915.1% | -1,865.5% | -30.0% |
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