+7,944.2%
PWR vs APD
+1,438.8%
+6,505.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.0% | +7.3% | +8.2% |
| 7D | -4.8% | -1.6% | -3.2% | -3.9% |
| 30D | -16.2% | +10.6% | -26.8% | -21.1% |
| 3M | -11.9% | +2.5% | -14.5% | -13.8% |
| 6M | -20.6% | +6.0% | -26.5% | -24.2% |
| YTD | +40.3% | +28.4% | +11.8% | +18.5% |
| 1Y | +33.0% | +22.2% | +10.9% | +14.9% |
| 3Y | +250.0% | +26.6% | +223.4% | +183.2% |
| 5Y | +404.2% | +11.8% | +392.4% | +330.4% |
| 10Y | +1,865.8% | +187.8% | +1,678.1% | +793.0% |
| All | +7,944.2% | +1,438.8% | +6,505.4% | +1,582.6% |
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