+198.6%
PM vs PWR
+2,399.9%
-2,201.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.1% | +0.9% |
| 7D | -1.3% | +4.5% | -5.8% | -1.9% |
| 30D | -2.6% | -4.9% | +2.3% | -2.0% |
| 3M | +5.8% | -7.9% | +13.7% | +6.3% |
| 6M | +10.6% | +18.3% | -7.8% | +5.9% |
| YTD | +17.2% | +51.5% | -34.3% | +7.1% |
| 1Y | +17.6% | +70.3% | -52.7% | +4.6% |
| 3Y | +124.3% | +210.6% | -86.3% | +68.9% |
| 5Y | +125.1% | +456.7% | -331.6% | +41.9% |
| 10Y | +198.6% | +2,396.1% | -2,197.5% | +11.3% |
| All | +198.6% | +2,399.9% | -2,201.3% | +11.3% |
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 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