+30.9%
PM vs PWR
+34.5%
-3.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.1% |
| 7D | -2.4% | +19.1% | -21.5% | -1.6% |
| 30D | -1.3% | -12.0% | +10.7% | -2.1% |
| 3M | +6.5% | -10.6% | +17.1% | +6.0% |
| 6M | +7.0% | -20.8% | +27.8% | +8.2% |
| YTD | +25.8% | +43.7% | -17.9% | +26.4% |
| 1Y | +30.9% | +35.0% | -4.1% | +30.4% |
| All | +30.9% | +34.5% | -3.6% | +30.4% |
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