+2,200.6%
PWR vs AR
-27.2%
+2,227.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.8% |
| 7D | +3.6% | +2.5% | +1.1% | +3.1% |
| 30D | -8.6% | +14.8% | -23.4% | -10.9% |
| 3M | -13.2% | +6.2% | -19.4% | -14.4% |
| 6M | +9.9% | +4.3% | +5.6% | +8.2% |
| YTD | +48.0% | +14.4% | +33.7% | +43.1% |
| 1Y | +66.2% | +21.3% | +44.8% | +58.4% |
| 3Y | +195.1% | +39.8% | +155.3% | +171.1% |
| 5Y | +442.6% | +142.1% | +300.5% | +342.6% |
| 10Y | +2,334.2% | +52.0% | +2,282.2% | +1,881.5% |
| All | +2,200.6% | -27.2% | +2,227.8% | +2,068.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling