+8,143.9%
PWR vs AA
+29.6%
+8,114.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.2% |
| 7D | +19.1% | +5.3% | +13.8% | +17.0% |
| 30D | -12.0% | -2.3% | -9.8% | -11.1% |
| 3M | -10.6% | -20.8% | +10.2% | -2.9% |
| 6M | -20.8% | -39.8% | +19.0% | -6.2% |
| YTD | +43.7% | -23.3% | +67.0% | +52.7% |
| 1Y | +35.0% | +1.8% | +33.1% | +28.9% |
| 3Y | +249.4% | +69.5% | +179.9% | +152.7% |
| 5Y | +422.1% | -18.0% | +440.1% | +337.8% |
| 10Y | +1,868.4% | +45.7% | +1,822.8% | +892.0% |
| All | +8,143.9% | +29.6% | +8,114.3% | +3,946.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling