+201.5%
PWR vs AS
+123.4%
+78.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.5% |
| 7D | +11.3% | -4.9% | +16.2% | +12.6% |
| 30D | -8.9% | +3.9% | -12.7% | -9.8% |
| 3M | -10.5% | -9.6% | -0.9% | -8.8% |
| 6M | -22.2% | -8.7% | -13.5% | -21.4% |
| YTD | +42.7% | -19.8% | +62.6% | +47.6% |
| 1Y | +41.1% | -1.5% | +42.7% | +38.9% |
| All | +201.5% | +123.4% | +78.1% | +146.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling