+744.7%
PG vs PWR
+8,273.5%
-7,528.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.7% | +1.1% |
| 7D | +2.7% | +11.3% | -8.6% | +2.0% |
| 30D | +9.2% | -8.9% | +18.1% | +9.5% |
| 3M | +18.5% | -10.5% | +29.0% | +18.9% |
| 6M | +21.1% | -22.2% | +43.2% | +22.2% |
| YTD | +21.9% | +42.7% | -20.8% | +18.1% |
| 1Y | +18.1% | +41.1% | -23.0% | +14.4% |
| 3Y | +20.6% | +242.7% | -222.2% | +8.9% |
| 5Y | +31.8% | +418.5% | -386.7% | +14.9% |
| 10Y | +166.5% | +1,855.0% | -1,688.5% | +109.8% |
| All | +744.7% | +8,273.5% | -7,528.8% | +505.6% |
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