+2,425.3%
PWR vs AA
+121.9%
+2,303.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.4% |
| 7D | +2.7% | -0.6% | +3.3% | +2.8% |
| 30D | -5.1% | -1.6% | -3.6% | -4.9% |
| 3M | -9.4% | -29.8% | +20.4% | -1.1% |
| 6M | +10.4% | -16.6% | +27.0% | +13.9% |
| YTD | +48.6% | -4.0% | +52.7% | +46.8% |
| 1Y | +68.0% | +63.5% | +4.5% | +42.8% |
| 3Y | +204.7% | +86.8% | +118.0% | +136.4% |
| 5Y | +451.9% | +12.4% | +439.6% | +347.0% |
| 10Y | +2,425.3% | +132.3% | +2,293.0% | +1,151.7% |
| All | +2,425.3% | +121.9% | +2,303.4% | +1,151.7% |
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