+2,981.3%
PWR vs A
+457.0%
+2,524.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.5% |
| 7D | +3.6% | -1.9% | +5.5% | +4.4% |
| 30D | -8.6% | +6.9% | -15.5% | -11.1% |
| 3M | -13.2% | +9.2% | -22.4% | -16.6% |
| 6M | +9.9% | +25.7% | -15.8% | -1.1% |
| YTD | +48.0% | +11.5% | +36.5% | +39.0% |
| 1Y | +66.2% | +18.4% | +47.8% | +52.1% |
| 3Y | +195.1% | +26.6% | +168.5% | +157.7% |
| 5Y | +442.6% | -12.8% | +455.4% | +439.0% |
| 10Y | +2,334.2% | +247.2% | +2,087.1% | +1,307.2% |
| All | +2,981.3% | +457.0% | +2,524.2% | +1,000.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling