+58.7%
PWR vs A
+14.6%
+44.1%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.2% |
| 7D | -0.2% | -4.6% | +4.4% | +0.3% |
| 30D | -7.7% | -4.3% | -3.5% | -7.3% |
| 3M | -4.9% | +8.9% | -13.9% | -6.3% |
| 6M | +9.7% | +24.5% | -14.8% | +4.9% |
| YTD | +46.7% | +5.8% | +40.9% | +45.0% |
| 1Y | +58.7% | +16.2% | +42.5% | +54.3% |
| All | +58.7% | +14.6% | +44.1% | +54.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling