+406.3%
PWR vs A
+15.8%
+390.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.9% |
| 7D | -11.2% | +1.4% | -12.6% | -11.5% |
| 30D | -17.4% | +4.3% | -21.7% | -18.4% |
| 3M | -11.7% | +19.8% | -31.5% | -17.3% |
| 6M | -21.7% | +54.4% | -76.1% | -34.1% |
| YTD | +38.3% | +31.7% | +6.6% | +23.4% |
| 1Y | +29.6% | +22.4% | +7.1% | +19.3% |
| 3Y | +236.1% | +67.7% | +168.5% | +161.6% |
| 5Y | +406.3% | +15.7% | +390.6% | +356.2% |
| All | +406.3% | +15.8% | +390.6% | +356.2% |
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