+66.2%
PWR vs AG
+125.2%
-59.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.1% |
| 7D | +3.6% | +1.0% | +2.6% | +3.3% |
| 30D | -8.6% | +19.2% | -27.8% | -11.9% |
| 3M | -13.2% | +6.2% | -19.3% | -15.2% |
| 6M | +9.9% | -26.7% | +36.6% | +12.7% |
| YTD | +48.0% | +26.1% | +21.9% | +37.5% |
| 1Y | +66.2% | +131.7% | -65.5% | +43.5% |
| All | +66.2% | +125.2% | -59.0% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling