+218.5%
PWR vs AFL
+63.5%
+154.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +5.1% |
| 7D | +4.2% | -1.6% | +5.8% | +4.3% |
| 30D | -4.0% | -4.0% | 0.0% | -3.8% |
| 3M | -4.8% | -0.5% | -4.3% | -5.1% |
| 6M | +14.6% | +6.5% | +8.1% | +12.8% |
| YTD | +54.2% | +6.2% | +48.1% | +51.6% |
| 1Y | +67.1% | +8.3% | +58.8% | +63.2% |
| 3Y | +218.5% | +62.5% | +155.9% | +136.3% |
| All | +218.5% | +63.5% | +154.9% | +136.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling