+7,256.3%
PWR vs APD
+1,407.9%
+5,848.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.5% | +7.8% | +7.1% |
| 7D | -12.9% | -3.7% | -9.2% | -11.0% |
| 30D | -22.8% | +9.6% | -32.5% | -27.1% |
| 3M | -19.0% | +1.6% | -20.6% | -20.3% |
| 6M | -31.1% | +2.2% | -33.3% | -32.8% |
| YTD | +28.3% | +25.9% | +2.4% | +9.6% |
| 1Y | +22.2% | +20.1% | +2.1% | +6.5% |
| 3Y | +222.2% | +12.4% | +209.8% | +178.0% |
| 5Y | +364.2% | +11.1% | +353.0% | +297.0% |
| 10Y | +1,864.8% | +190.1% | +1,674.7% | +786.5% |
| All | +7,256.3% | +1,407.9% | +5,848.4% | +1,455.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling