+195.2%
PFE vs PWR
+8,583.6%
-8,388.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -2.0% | -1.3% |
| 7D | +1.8% | +3.6% | -1.8% | +1.4% |
| 30D | +10.2% | -8.6% | +18.8% | +11.2% |
| 3M | +12.7% | -13.2% | +25.8% | +13.9% |
| 6M | +10.5% | +9.9% | +0.6% | +8.5% |
| YTD | +20.2% | +48.0% | -27.9% | +13.8% |
| 1Y | +24.1% | +66.2% | -42.1% | +15.7% |
| 3Y | -3.6% | +195.1% | -198.7% | -17.2% |
| 5Y | -20.9% | +442.6% | -463.4% | -37.5% |
| 10Y | +35.8% | +2,334.2% | -2,298.4% | -11.8% |
| All | +195.2% | +8,583.6% | -8,388.3% | +34.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling