+456.7%
PWR vs AG
+65.4%
+391.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.4% | +2.5% |
| 7D | +4.5% | +4.5% | 0.0% | +3.8% |
| 30D | -4.9% | +12.9% | -17.7% | -6.8% |
| 3M | -7.9% | +20.9% | -28.8% | -10.9% |
| 6M | +18.3% | -19.5% | +37.9% | +20.2% |
| YTD | +51.5% | +24.8% | +26.7% | +43.7% |
| 1Y | +70.3% | +120.2% | -49.9% | +48.8% |
| 3Y | +210.6% | +279.0% | -68.4% | +143.1% |
| 5Y | +456.7% | +67.9% | +388.8% | +387.8% |
| All | +456.7% | +65.4% | +391.3% | +387.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling