+1,521.1%
PWR vs ACI
+17.4%
+1,503.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | -0.1% | -1.2% |
| 7D | -0.2% | -7.1% | +6.9% | +0.3% |
| 30D | -7.7% | -4.5% | -3.2% | -7.5% |
| 3M | -4.9% | -22.3% | +17.3% | -3.1% |
| 6M | +9.7% | -28.4% | +38.1% | +12.6% |
| YTD | +46.7% | -29.5% | +76.2% | +50.5% |
| 1Y | +58.7% | -34.2% | +93.0% | +64.1% |
| 3Y | +200.7% | -45.7% | +246.4% | +217.9% |
| 5Y | +438.6% | -40.8% | +479.3% | +451.5% |
| All | +1,521.1% | +17.4% | +1,503.7% | +1,493.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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