+2,425.3%
PWR vs A
+236.6%
+2,188.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.2% |
| 7D | +2.7% | -4.4% | +7.0% | +4.7% |
| 30D | -5.1% | -2.7% | -2.5% | -4.2% |
| 3M | -9.4% | +7.0% | -16.4% | -12.8% |
| 6M | +10.4% | +24.6% | -14.2% | -2.5% |
| YTD | +48.6% | +7.0% | +41.6% | +40.7% |
| 1Y | +68.0% | +15.6% | +52.4% | +52.4% |
| 3Y | +204.7% | +29.9% | +174.8% | +151.0% |
| 5Y | +451.9% | -15.4% | +467.3% | +459.6% |
| 10Y | +2,425.3% | +248.9% | +2,176.5% | +1,199.6% |
| All | +2,425.3% | +236.6% | +2,188.7% | +1,199.6% |
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