+210.6%
PWR vs ALL
+150.3%
+60.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +2.3% |
| 7D | +4.5% | -1.7% | +6.2% | +4.5% |
| 30D | -4.9% | -4.7% | -0.2% | -5.0% |
| 3M | -7.9% | +18.4% | -26.2% | -9.3% |
| 6M | +18.3% | +20.5% | -2.2% | +16.2% |
| YTD | +51.5% | +23.5% | +28.0% | +48.1% |
| 1Y | +70.3% | +29.0% | +41.3% | +64.8% |
| 3Y | +210.6% | +153.7% | +56.9% | +144.9% |
| All | +210.6% | +150.3% | +60.3% | +144.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling