+446.0%
PWR vs AR
+143.7%
+302.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.9% |
| 7D | +3.6% | +2.5% | +1.1% | +3.0% |
| 30D | -8.6% | +14.8% | -23.4% | -11.6% |
| 3M | -13.2% | +6.2% | -19.4% | -14.8% |
| 6M | +9.9% | +4.3% | +5.6% | +7.7% |
| YTD | +48.0% | +14.4% | +33.7% | +41.1% |
| 1Y | +66.2% | +21.3% | +44.8% | +55.3% |
| 3Y | +195.1% | +39.8% | +155.3% | +162.9% |
| All | +446.0% | +143.7% | +302.3% | +324.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling