+1,831.6%
PWR vs ALL
+377.9%
+1,453.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.0% | -0.8% |
| 7D | +11.3% | +5.0% | +6.3% | +9.2% |
| 30D | -8.9% | +13.3% | -22.2% | -13.7% |
| 3M | -10.5% | +3.2% | -13.7% | -12.4% |
| 6M | -22.2% | +25.3% | -47.5% | -31.2% |
| YTD | +42.7% | +30.5% | +12.3% | +22.9% |
| 1Y | +41.1% | +29.2% | +11.9% | +21.9% |
| 3Y | +242.7% | +119.1% | +123.6% | +116.4% |
| 5Y | +418.5% | +162.6% | +255.9% | +180.0% |
| All | +1,831.6% | +377.9% | +1,453.7% | +614.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling