+222.1%
PWR vs AR
+19.9%
+202.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.1% | +6.4% |
| 7D | -12.9% | -14.3% | +1.4% | -9.6% |
| 30D | -22.8% | +1.4% | -24.3% | -23.0% |
| 3M | -19.0% | +3.4% | -22.4% | -20.0% |
| 6M | -31.1% | -2.1% | -29.0% | -31.3% |
| YTD | +28.2% | +4.7% | +23.5% | +23.8% |
| 1Y | +22.2% | +10.6% | +11.6% | +15.7% |
| 3Y | +222.1% | +24.6% | +197.5% | +202.3% |
| All | +222.1% | +19.9% | +202.2% | +202.3% |
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