+1,450.0%
PWR vs ACI
+31.1%
+1,418.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.9% | +8.4% | +9.3% |
| 7D | -4.8% | -5.9% | +1.1% | -4.5% |
| 30D | -16.2% | +7.2% | -23.4% | -16.7% |
| 3M | -11.9% | +8.8% | -20.8% | -12.7% |
| 6M | -20.6% | -17.2% | -3.4% | -19.5% |
| YTD | +40.3% | -21.3% | +61.5% | +42.5% |
| 1Y | +33.0% | -23.7% | +56.8% | +35.7% |
| 3Y | +250.0% | -32.8% | +282.8% | +260.6% |
| 5Y | +404.2% | -41.4% | +445.6% | +419.0% |
| All | +1,450.0% | +31.1% | +1,418.9% | +1,408.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling