+1,536.0%
PWR vs ACI
+25.9%
+1,510.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | +3.6% | +0.2% | +3.4% | +3.6% |
| 30D | -8.6% | +5.9% | -14.5% | -9.0% |
| 3M | -13.2% | -19.8% | +6.6% | -11.6% |
| 6M | +9.9% | -24.7% | +34.6% | +12.4% |
| YTD | +48.0% | -24.4% | +72.4% | +51.1% |
| 1Y | +66.2% | -31.5% | +97.7% | +71.6% |
| 3Y | +195.1% | -38.7% | +233.8% | +207.8% |
| 5Y | +442.6% | -42.8% | +485.4% | +459.5% |
| All | +1,536.0% | +25.9% | +1,510.1% | +1,500.0% |
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