+210.6%
PWR vs APA
+9.3%
+201.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.5% | +2.2% |
| 7D | +4.5% | -1.7% | +6.2% | +4.7% |
| 30D | -4.9% | +15.7% | -20.6% | -6.3% |
| 3M | -7.9% | +16.5% | -24.3% | -9.5% |
| 6M | +18.3% | +35.1% | -16.8% | +13.0% |
| YTD | +51.5% | +82.2% | -30.7% | +38.0% |
| 1Y | +70.3% | +102.5% | -32.1% | +51.4% |
| 3Y | +210.6% | +10.3% | +200.3% | +194.0% |
| All | +210.6% | +9.3% | +201.3% | +194.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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