+16.8%
PFE vs PWR
-34.1%
+50.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -12.3% | +9.3% | -3.9% |
| 7D | -0.2% | -19.9% | +19.6% | -2.0% |
| 30D | +8.7% | -29.3% | +37.9% | +5.9% |
| 3M | +15.8% | -25.5% | +41.2% | +13.4% |
| 6M | +16.8% | -34.0% | +50.9% | +15.0% |
| All | +16.8% | -34.1% | +50.9% | +15.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling