+1,874.2%
PWR vs A
+308.8%
+1,565.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +4.5% |
| 7D | +4.7% | -0.1% | +4.9% | +5.1% |
| 30D | -12.5% | +3.3% | -15.8% | -13.5% |
| 3M | -9.3% | +18.5% | -27.9% | -16.2% |
| 6M | -22.2% | +59.3% | -81.5% | -38.3% |
| YTD | +44.2% | +31.0% | +13.1% | +24.6% |
| 1Y | +35.5% | +19.3% | +16.2% | +22.7% |
| 3Y | +250.4% | +66.8% | +183.6% | +157.4% |
| 5Y | +425.6% | +15.5% | +410.1% | +357.7% |
| 10Y | +1,874.2% | +312.3% | +1,561.9% | +864.8% |
| All | +1,874.2% | +308.8% | +1,565.4% | +864.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling