+67.1%
PWR vs AA
+56.9%
+10.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.2% |
| 7D | +4.2% | -3.4% | +7.6% | +5.1% |
| 30D | -4.0% | -5.8% | +1.7% | -2.6% |
| 3M | -4.8% | -29.9% | +25.1% | +2.6% |
| 6M | +14.6% | -27.0% | +41.7% | +21.4% |
| YTD | +54.2% | -8.7% | +63.0% | +52.0% |
| 1Y | +67.1% | +50.6% | +16.5% | +45.0% |
| All | +67.1% | +56.9% | +10.3% | +45.0% |
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