+32.4%
PWR vs AGI
-1.1%
+33.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +10.8% | -22.4% | -12.5% |
| 7D | -4.4% | -5.3% | +0.9% | -3.5% |
| 30D | -15.1% | -7.1% | -7.9% | -14.1% |
| 3M | -16.2% | +4.4% | -20.7% | -17.0% |
| 6M | -23.3% | -23.0% | -0.3% | -21.1% |
| YTD | +37.6% | -22.0% | +59.6% | +38.0% |
| 1Y | +32.4% | +0.3% | +32.1% | +15.2% |
| All | +32.4% | -1.1% | +33.5% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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