+28.6%
POW vs SPY
+13.0%
+15.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.7% |
| 7D | +0.4% | +0.1% | +0.3% | +0.2% |
| 30D | -4.7% | +0.1% | -4.7% | -4.8% |
| 3M | -15.7% | +2.0% | -17.7% | -18.4% |
| 6M | +6.3% | +13.0% | -6.7% | -11.2% |
| YTD | +32.2% | +13.5% | +18.7% | +9.4% |
| All | +28.6% | +13.0% | +15.6% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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