+66.2%
PWR vs AA
+63.2%
+3.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.2% |
| 7D | +3.6% | -0.7% | +4.3% | +3.8% |
| 30D | -8.6% | +5.0% | -13.6% | -10.0% |
| 3M | -13.2% | -35.8% | +22.7% | -4.9% |
| 6M | +9.9% | -18.4% | +28.3% | +13.0% |
| YTD | +48.0% | -5.5% | +53.5% | +45.0% |
| 1Y | +66.2% | +61.0% | +5.2% | +47.8% |
| All | +66.2% | +63.2% | +3.0% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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