+1,844.9%
PWR vs AA
+44.7%
+1,800.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.1% |
| 7D | +19.1% | +5.3% | +13.8% | +17.6% |
| 30D | -12.0% | -2.3% | -9.8% | -11.3% |
| 3M | -10.6% | -20.8% | +10.2% | -5.0% |
| 6M | -20.8% | -39.8% | +19.0% | -10.3% |
| YTD | +43.7% | -23.3% | +67.0% | +50.7% |
| 1Y | +35.0% | +1.8% | +33.1% | +31.0% |
| 3Y | +249.4% | +69.5% | +179.9% | +179.3% |
| 5Y | +422.1% | -18.0% | +440.1% | +367.2% |
| All | +1,844.9% | +44.7% | +1,800.2% | +1,039.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling