+242.7%
PWR vs AR
+48.6%
+194.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +11.3% | +7.4% | +3.9% | +9.4% |
| 30D | -8.9% | +5.8% | -14.6% | -10.0% |
| 3M | -10.5% | +5.2% | -15.7% | -11.9% |
| 6M | -22.2% | +5.4% | -27.6% | -23.8% |
| YTD | +42.7% | +12.4% | +30.3% | +35.4% |
| 1Y | +41.1% | +12.8% | +28.3% | +33.4% |
| 3Y | +242.7% | +47.2% | +195.6% | +206.1% |
| All | +242.7% | +48.6% | +194.1% | +206.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling