+18,433.8%
PWR vs AGI
+5,453.2%
+12,980.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -2.0% |
| 7D | +2.7% | +2.2% | +0.4% | +2.4% |
| 30D | -5.1% | +11.3% | -16.4% | -6.1% |
| 3M | -9.4% | +5.6% | -15.0% | -10.1% |
| 6M | +10.4% | -27.7% | +38.1% | +12.9% |
| YTD | +48.6% | -4.1% | +52.7% | +47.8% |
| 1Y | +68.0% | +13.8% | +54.2% | +64.3% |
| 3Y | +204.7% | +217.0% | -12.3% | +170.4% |
| 5Y | +451.9% | +404.3% | +47.6% | +365.8% |
| 10Y | +2,425.3% | +400.5% | +2,024.8% | +1,908.0% |
| All | +18,433.8% | +5,453.2% | +12,980.7% | +9,869.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling