+446.0%
PWR vs ALL
+118.4%
+327.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.9% |
| 7D | +3.6% | 0.0% | +3.6% | +3.6% |
| 30D | -8.6% | -1.5% | -7.1% | -8.5% |
| 3M | -13.2% | +23.6% | -36.8% | -17.5% |
| 6M | +9.9% | +22.3% | -12.4% | +4.6% |
| YTD | +48.0% | +26.5% | +21.5% | +39.3% |
| 1Y | +66.2% | +27.0% | +39.2% | +55.9% |
| 3Y | +195.1% | +149.6% | +45.5% | +121.1% |
| All | +446.0% | +118.4% | +327.6% | +324.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling