+236.1%
PWR vs ADM
+6.0%
+230.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.4% |
| 7D | -11.2% | -1.8% | -9.4% | -11.3% |
| 30D | -17.4% | -13.3% | -4.1% | -17.4% |
| 3M | -11.7% | -13.4% | +1.6% | -11.8% |
| 6M | -21.7% | -9.6% | -12.1% | -21.8% |
| YTD | +38.3% | +23.0% | +15.2% | +37.9% |
| 1Y | +29.6% | +27.4% | +2.2% | +29.2% |
| 3Y | +236.1% | +5.7% | +230.5% | +244.2% |
| All | +236.1% | +6.0% | +230.2% | +244.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling