+1,796.7%
PWR vs AR
+52.4%
+1,744.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +4.3% | +3.5% | +7.1% |
| 7D | -11.2% | -5.8% | -5.5% | -10.2% |
| 30D | -17.4% | +4.8% | -22.2% | -18.0% |
| 3M | -11.7% | +1.5% | -13.3% | -12.1% |
| 6M | -21.7% | +4.7% | -26.4% | -22.8% |
| YTD | +38.3% | +9.2% | +29.1% | +34.7% |
| 1Y | +29.6% | +11.2% | +18.4% | +25.7% |
| 3Y | +236.1% | +46.2% | +189.9% | +208.3% |
| 5Y | +406.3% | +98.1% | +308.3% | +333.2% |
| 10Y | +1,796.7% | +54.5% | +1,742.2% | +1,444.9% |
| All | +1,796.7% | +52.4% | +1,744.3% | +1,444.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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