+2,521.4%
PWR vs AFL
+303.3%
+2,218.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +4.8% |
| 7D | +4.2% | -1.6% | +5.8% | +5.1% |
| 30D | -4.0% | -4.0% | 0.0% | -2.1% |
| 3M | -4.8% | -0.5% | -4.3% | -5.2% |
| 6M | +14.6% | +6.5% | +8.1% | +9.5% |
| YTD | +54.2% | +6.2% | +48.1% | +47.1% |
| 1Y | +67.1% | +8.3% | +58.8% | +56.9% |
| 3Y | +218.5% | +62.5% | +155.9% | +129.0% |
| 5Y | +466.3% | +136.2% | +330.1% | +220.8% |
| All | +2,521.4% | +303.3% | +2,218.2% | +932.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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