+2,803.8%
POWI vs SPY
+1,210.2%
+1,593.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.3% |
| 7D | -1.6% | +0.1% | -1.8% | -1.8% |
| 30D | -18.2% | +0.1% | -18.3% | -18.2% |
| 3M | -40.6% | +2.0% | -42.6% | -41.5% |
| 6M | +8.1% | +13.0% | -4.9% | -6.6% |
| YTD | +43.5% | +13.5% | +30.0% | +23.3% |
| 1Y | +14.8% | +20.0% | -5.2% | -7.5% |
| 3Y | -38.3% | +77.2% | -115.5% | -69.2% |
| 5Y | -51.2% | +81.9% | -133.1% | -75.8% |
| 10Y | +87.9% | +314.1% | -226.1% | -65.9% |
| All | +2,803.8% | +1,210.2% | +1,593.6% | +79.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling