+210.6%
PWR vs ACI
-43.5%
+254.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.3% | +5.6% | +2.1% |
| 7D | +4.5% | -2.6% | +7.1% | +4.3% |
| 30D | -4.9% | +1.1% | -6.0% | -4.8% |
| 3M | -7.9% | -23.6% | +15.8% | -7.8% |
| 6M | +18.3% | -29.9% | +48.3% | +18.6% |
| YTD | +51.5% | -26.9% | +78.4% | +51.5% |
| 1Y | +70.3% | -34.2% | +104.6% | +71.8% |
| 3Y | +210.6% | -43.6% | +254.2% | +218.4% |
| All | +210.6% | -43.5% | +254.1% | +218.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling