+206.9%
PWR vs AG
+278.6%
-71.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.2% |
| 7D | +2.7% | -0.1% | +2.7% | +2.6% |
| 30D | -5.1% | +12.5% | -17.6% | -7.0% |
| 3M | -9.4% | +28.2% | -37.5% | -13.1% |
| 6M | +10.4% | -18.8% | +29.3% | +11.7% |
| YTD | +48.6% | +27.4% | +21.3% | +40.7% |
| 1Y | +68.0% | +132.2% | -64.2% | +46.8% |
| All | +206.9% | +278.6% | -71.7% | +153.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling