+29.6%
PWR vs AS
+6.1%
+23.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.0% |
| 7D | -11.2% | +4.5% | -15.7% | -11.9% |
| 30D | -17.4% | +13.2% | -30.6% | -19.5% |
| 3M | -11.7% | -11.9% | +0.2% | -9.9% |
| 6M | -21.7% | -11.6% | -10.1% | -20.3% |
| YTD | +38.3% | -14.7% | +53.0% | +38.1% |
| 1Y | +29.6% | +5.7% | +23.9% | +19.7% |
| All | +29.6% | +6.1% | +23.5% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling