+2,396.1%
PWR vs AR
+45.1%
+2,351.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.2% | +2.5% |
| 7D | +4.5% | -1.8% | +6.4% | +4.8% |
| 30D | -4.9% | +12.6% | -17.5% | -6.9% |
| 3M | -7.9% | +10.0% | -17.9% | -9.7% |
| 6M | +18.3% | +0.6% | +17.7% | +17.4% |
| YTD | +51.5% | +13.4% | +38.1% | +46.8% |
| 1Y | +70.3% | +21.7% | +48.6% | +62.6% |
| 3Y | +210.6% | +45.8% | +164.8% | +184.8% |
| 5Y | +456.7% | +144.3% | +312.4% | +360.8% |
| 10Y | +2,396.1% | +41.8% | +2,354.3% | +1,999.2% |
| All | +2,396.1% | +45.1% | +2,351.0% | +1,999.2% |
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