+6.2%
POW vs SPY
+11.9%
-5.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.2% |
| 7D | -7.3% | -0.6% | -6.7% | -6.2% |
| 30D | -19.1% | -3.7% | -15.5% | -13.3% |
| 3M | -20.1% | -2.7% | -17.3% | -15.6% |
| 6M | -34.2% | +2.2% | -36.4% | -35.7% |
| YTD | +10.2% | +10.8% | -0.6% | -4.6% |
| 1Y | +6.2% | +11.2% | -5.0% | -8.3% |
| All | +6.2% | +11.9% | -5.7% | -8.3% |
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