+456.7%
PWR vs A
-14.2%
+470.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.7% | +5.0% | +3.3% |
| 7D | +4.5% | -2.1% | +6.6% | +5.2% |
| 30D | -4.9% | +0.6% | -5.5% | -5.3% |
| 3M | -7.9% | +10.9% | -18.8% | -11.8% |
| 6M | +18.3% | +28.2% | -9.8% | +6.0% |
| YTD | +51.5% | +8.6% | +42.9% | +44.6% |
| 1Y | +70.3% | +15.5% | +54.8% | +57.9% |
| 3Y | +210.6% | +31.8% | +178.8% | +163.7% |
| 5Y | +456.7% | -14.9% | +471.5% | +458.6% |
| All | +456.7% | -14.2% | +470.9% | +458.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling