+469.4%
PWR vs AU
+686.2%
-216.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +5.1% |
| 7D | +4.2% | -4.3% | +8.5% | +4.8% |
| 30D | -4.0% | +7.3% | -11.4% | -5.2% |
| 3M | -4.8% | +26.3% | -31.1% | -8.2% |
| 6M | +14.6% | +1.8% | +12.9% | +12.9% |
| YTD | +54.2% | +26.8% | +27.4% | +47.8% |
| 1Y | +67.1% | +66.7% | +0.4% | +55.6% |
| 3Y | +218.5% | +579.1% | -360.6% | +156.2% |
| All | +469.4% | +686.2% | -216.8% | +357.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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