+1,796.7%
PWR vs ALL
+372.0%
+1,424.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.9% | -4.3% | -2.5% |
| 7D | -11.2% | -0.1% | -11.1% | -11.5% |
| 30D | -17.4% | +13.8% | -31.2% | -21.9% |
| 3M | -11.7% | -2.8% | -9.0% | -11.6% |
| 6M | -21.7% | +23.7% | -45.4% | -30.5% |
| YTD | +38.3% | +27.3% | +11.0% | +20.1% |
| 1Y | +29.6% | +30.5% | -1.0% | +11.0% |
| 3Y | +236.1% | +113.0% | +123.1% | +114.6% |
| 5Y | +406.3% | +157.6% | +248.8% | +174.9% |
| 10Y | +1,796.7% | +368.4% | +1,428.3% | +600.5% |
| All | +1,796.7% | +372.0% | +1,424.7% | +600.5% |
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