+2,425.3%
PWR vs ADM
+171.4%
+2,253.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.4% | -4.3% | -2.9% |
| 7D | +2.7% | +1.4% | +1.3% | +2.0% |
| 30D | -5.1% | +8.2% | -13.3% | -8.4% |
| 3M | -9.4% | +8.7% | -18.1% | -12.9% |
| 6M | +10.4% | +29.1% | -18.7% | -2.0% |
| YTD | +48.6% | +53.7% | -5.0% | +22.0% |
| 1Y | +68.0% | +43.2% | +24.8% | +41.1% |
| 3Y | +204.7% | +21.4% | +183.3% | +167.4% |
| 5Y | +451.9% | +67.1% | +384.8% | +275.3% |
| 10Y | +2,425.3% | +176.6% | +2,248.8% | +1,094.6% |
| All | +2,425.3% | +171.4% | +2,253.9% | +1,094.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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