+2,425.3%
PWR vs ALL
+359.1%
+2,066.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +2.7% | -2.2% | +4.9% | +3.5% |
| 30D | -5.1% | -5.6% | +0.4% | -3.1% |
| 3M | -9.4% | +17.2% | -26.6% | -16.8% |
| 6M | +10.4% | +23.2% | -12.8% | -1.3% |
| YTD | +48.6% | +23.6% | +25.0% | +31.6% |
| 1Y | +68.0% | +29.2% | +38.9% | +44.9% |
| 3Y | +204.7% | +153.8% | +50.9% | +76.3% |
| 5Y | +451.9% | +116.1% | +335.8% | +235.8% |
| 10Y | +2,425.3% | +364.8% | +2,060.5% | +796.1% |
| All | +2,425.3% | +359.1% | +2,066.3% | +796.1% |
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