+2,871.2%
PWR vs A
+543.3%
+2,328.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | +11.3% | -0.5% | +11.8% | +11.6% |
| 30D | -8.9% | 0.0% | -8.8% | -8.6% |
| 3M | -10.5% | +16.7% | -27.2% | -15.8% |
| 6M | -22.2% | +54.8% | -77.0% | -35.2% |
| YTD | +42.7% | +28.8% | +13.9% | +26.9% |
| 1Y | +41.1% | +19.3% | +21.8% | +29.2% |
| 3Y | +242.7% | +65.5% | +177.2% | +170.2% |
| 5Y | +418.5% | +12.1% | +406.5% | +367.8% |
| 10Y | +1,855.0% | +305.4% | +1,549.6% | +965.9% |
| All | +2,871.2% | +543.3% | +2,328.0% | +903.6% |
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 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