+2,705.3%
PWR vs ACWI
+356.8%
+2,348.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +3.6% | +0.5% | +3.1% | +3.0% |
| 30D | -8.6% | +0.9% | -9.4% | -9.6% |
| 3M | -13.2% | +2.4% | -15.6% | -15.2% |
| 6M | +9.9% | +12.4% | -2.5% | -4.1% |
| YTD | +48.0% | +15.2% | +32.9% | +25.3% |
| 1Y | +66.2% | +22.7% | +43.5% | +30.7% |
| 3Y | +195.1% | +75.8% | +119.3% | +52.8% |
| 5Y | +442.6% | +67.7% | +374.8% | +196.8% |
| 10Y | +2,334.2% | +229.0% | +2,105.2% | +484.7% |
| All | +2,705.3% | +356.8% | +2,348.5% | +375.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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