+456.7%
PWR vs AA
+17.0%
+439.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.5% | -1.2% | +1.5% |
| 7D | +4.5% | +1.7% | +2.9% | +4.1% |
| 30D | -4.9% | +3.3% | -8.2% | -5.8% |
| 3M | -7.9% | -29.4% | +21.5% | -1.0% |
| 6M | +18.3% | -12.8% | +31.2% | +20.3% |
| YTD | +51.5% | -2.1% | +53.6% | +49.4% |
| 1Y | +70.3% | +62.8% | +7.6% | +49.1% |
| 3Y | +210.6% | +90.5% | +120.1% | +152.2% |
| 5Y | +456.7% | +19.1% | +437.6% | +374.0% |
| All | +456.7% | +17.0% | +439.6% | +374.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling