+1,874.2%
PWR vs AG
+72.5%
+1,801.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.1% | +5.4% | +4.4% |
| 7D | +4.7% | -4.0% | +8.8% | +5.3% |
| 30D | -12.5% | -13.1% | +0.6% | -11.3% |
| 3M | -9.3% | -22.0% | +12.7% | -7.3% |
| 6M | -22.2% | -37.3% | +15.1% | -19.0% |
| YTD | +44.2% | -11.2% | +55.3% | +43.7% |
| 1Y | +35.5% | +23.9% | +11.6% | +30.7% |
| 3Y | +250.4% | +225.1% | +25.3% | +203.4% |
| 5Y | +425.6% | +7.7% | +417.9% | +383.2% |
| 10Y | +1,874.2% | +86.9% | +1,787.3% | +1,573.3% |
| All | +1,874.2% | +72.5% | +1,801.8% | +1,573.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling