+7,611.6%
PWR vs AU
+789.2%
+6,822.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.0% |
| 7D | +2.7% | +0.6% | +2.0% | +2.5% |
| 30D | -5.1% | +12.3% | -17.4% | -7.0% |
| 3M | -9.4% | +29.4% | -38.7% | -13.1% |
| 6M | +10.4% | +3.2% | +7.2% | +8.7% |
| YTD | +48.6% | +31.8% | +16.8% | +40.7% |
| 1Y | +68.0% | +83.4% | -15.4% | +51.4% |
| 3Y | +204.7% | +623.1% | -418.4% | +119.5% |
| 5Y | +451.9% | +700.5% | -248.6% | +280.1% |
| 10Y | +2,425.3% | +717.6% | +1,707.8% | +1,452.9% |
| All | +7,611.6% | +789.2% | +6,822.4% | +4,352.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling