+35.5%
PWR vs AG
+23.1%
+12.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.1% | +5.4% | +4.5% |
| 7D | +4.7% | -4.0% | +8.8% | +5.7% |
| 30D | -12.5% | -13.1% | +0.6% | -10.1% |
| 3M | -9.3% | -22.0% | +12.7% | -5.4% |
| 6M | -22.2% | -37.3% | +15.1% | -16.7% |
| YTD | +44.2% | -11.2% | +55.3% | +41.0% |
| 1Y | +35.5% | +23.9% | +11.6% | +24.9% |
| All | +35.5% | +23.1% | +12.4% | +24.9% |
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