+1,844.9%
PWR vs AR
+57.2%
+1,787.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.5% |
| 7D | +19.1% | +6.4% | +12.7% | +17.8% |
| 30D | -12.0% | +3.1% | -15.1% | -12.4% |
| 3M | -10.6% | +3.3% | -13.9% | -11.3% |
| 6M | -20.8% | +6.6% | -27.4% | -22.2% |
| YTD | +43.7% | +12.3% | +31.4% | +39.3% |
| 1Y | +35.0% | +12.3% | +22.6% | +30.7% |
| 3Y | +249.4% | +50.4% | +199.0% | +218.8% |
| 5Y | +422.1% | +101.0% | +321.1% | +345.3% |
| All | +1,844.9% | +57.2% | +1,787.7% | +1,471.4% |
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