+1,831.6%
PWR vs APD
+191.9%
+1,639.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +11.3% | +3.8% | +7.5% | +9.4% |
| 30D | -8.9% | +8.2% | -17.1% | -12.3% |
| 3M | -10.5% | +4.3% | -14.8% | -12.6% |
| 6M | -22.2% | +4.7% | -26.9% | -24.5% |
| YTD | +42.7% | +31.5% | +11.2% | +22.6% |
| 1Y | +41.1% | +23.5% | +17.6% | +24.4% |
| 3Y | +242.7% | +29.1% | +213.6% | +184.3% |
| 5Y | +418.5% | +15.9% | +402.6% | +347.7% |
| All | +1,831.6% | +191.9% | +1,639.7% | +762.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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