+242.7%
PWR vs AA
+67.6%
+175.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.2% |
| 7D | +11.3% | +0.5% | +10.8% | +11.2% |
| 30D | -8.9% | -0.6% | -8.3% | -8.5% |
| 3M | -10.5% | -19.7% | +9.2% | -5.6% |
| 6M | -22.2% | -41.6% | +19.4% | -12.2% |
| YTD | +42.7% | -24.6% | +67.4% | +49.6% |
| 1Y | +41.1% | +4.9% | +36.2% | +36.2% |
| 3Y | +242.7% | +66.8% | +175.9% | +189.0% |
| All | +242.7% | +67.6% | +175.2% | +189.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling