+8,390.6%
PWR vs APD
+1,390.2%
+7,000.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.3% |
| 7D | +3.6% | -2.2% | +5.8% | +4.9% |
| 30D | -8.6% | +2.1% | -10.7% | -10.0% |
| 3M | -13.2% | +7.2% | -20.3% | -17.4% |
| 6M | +9.9% | +11.2% | -1.4% | +2.1% |
| YTD | +48.0% | +24.4% | +23.6% | +27.9% |
| 1Y | +66.2% | +6.7% | +59.5% | +55.0% |
| 3Y | +195.1% | +9.2% | +185.9% | +160.4% |
| 5Y | +442.6% | +27.4% | +415.2% | +328.0% |
| 10Y | +2,334.2% | +164.8% | +2,169.4% | +1,066.9% |
| All | +8,390.6% | +1,390.2% | +7,000.4% | +1,715.7% |
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