+1,865.8%
PWR vs ACGL
+332.3%
+1,533.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.8% | +8.6% | +9.1% |
| 7D | -4.8% | -1.1% | -3.7% | -4.6% |
| 30D | -16.2% | +13.1% | -29.3% | -20.6% |
| 3M | -11.9% | +9.8% | -21.7% | -15.7% |
| 6M | -20.6% | +15.3% | -35.8% | -26.3% |
| YTD | +40.3% | +12.7% | +27.5% | +30.5% |
| 1Y | +33.0% | +20.7% | +12.3% | +19.9% |
| 3Y | +250.0% | +34.3% | +215.7% | +188.3% |
| 5Y | +404.2% | +170.6% | +233.6% | +178.0% |
| 10Y | +1,865.8% | +330.6% | +1,535.3% | +652.2% |
| All | +1,865.8% | +332.3% | +1,533.5% | +652.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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