-5.7%
PG vs PWR
+66.5%
-72.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.5% | +2.0% |
| 7D | -0.8% | +4.2% | -5.0% | -0.5% |
| 30D | +0.8% | -4.0% | +4.9% | +0.5% |
| 3M | -1.3% | -4.8% | +3.4% | -1.6% |
| 6M | -3.8% | +14.6% | -18.5% | -2.9% |
| YTD | +3.6% | +54.2% | -50.6% | +9.9% |
| 1Y | -5.7% | +67.1% | -72.8% | +2.3% |
| All | -5.7% | +66.5% | -72.2% | +2.3% |
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