+1,874.2%
PWR vs ADM
+118.6%
+1,755.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.3% | +1.9% | +3.3% |
| 7D | +4.7% | +0.1% | +4.6% | +4.7% |
| 30D | -12.5% | -11.8% | -0.7% | -8.3% |
| 3M | -9.3% | -11.3% | +2.0% | -5.6% |
| 6M | -22.2% | -10.0% | -12.2% | -19.9% |
| YTD | +44.2% | +25.9% | +18.2% | +26.8% |
| 1Y | +35.5% | +26.7% | +8.9% | +18.6% |
| 3Y | +250.4% | +8.1% | +242.3% | +213.2% |
| 5Y | +425.6% | +23.5% | +402.1% | +308.9% |
| 10Y | +1,874.2% | +128.2% | +1,746.0% | +841.1% |
| All | +1,874.2% | +118.6% | +1,755.7% | +841.1% |
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