+3,463.5%
PWR vs AG
+445.6%
+3,017.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.0% |
| 7D | +3.6% | +1.0% | +2.6% | +3.4% |
| 30D | -8.6% | +19.2% | -27.8% | -11.0% |
| 3M | -13.2% | +6.2% | -19.3% | -14.4% |
| 6M | +9.9% | -26.7% | +36.6% | +13.2% |
| YTD | +48.0% | +26.1% | +21.9% | +40.4% |
| 1Y | +66.2% | +131.7% | -65.5% | +43.9% |
| 3Y | +195.1% | +255.3% | -60.2% | +131.2% |
| 5Y | +442.6% | +61.9% | +380.6% | +356.1% |
| 10Y | +2,334.2% | +72.0% | +2,262.2% | +1,678.7% |
| All | +3,463.5% | +445.6% | +3,017.9% | +1,197.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling