+67.1%
PWR vs AGI
+9.2%
+57.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +5.1% |
| 7D | +4.2% | -2.7% | +6.9% | +4.6% |
| 30D | -4.0% | +7.2% | -11.3% | -5.2% |
| 3M | -4.8% | +4.3% | -9.0% | -5.9% |
| 6M | +14.6% | -27.1% | +41.7% | +19.2% |
| YTD | +54.2% | -6.6% | +60.8% | +52.2% |
| 1Y | +67.1% | +9.5% | +57.6% | +54.5% |
| All | +67.1% | +9.2% | +57.9% | +54.5% |
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