+17.0%
PM vs PWR
-30.1%
+47.1%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.3% | -8.1% | -1.2% |
| 7D | -5.2% | -12.9% | +7.6% | -6.6% |
| 30D | +2.7% | -22.8% | +25.5% | -1.0% |
| 3M | +5.2% | -19.0% | +24.2% | +2.5% |
| 6M | +17.0% | -31.1% | +48.1% | +17.7% |
| All | +17.0% | -30.1% | +47.1% | +17.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling