+218.5%
PWR vs AZO
+10.0%
+208.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.1% |
| 7D | +4.2% | -3.6% | +7.8% | +4.1% |
| 30D | -4.0% | -5.6% | +1.5% | -4.1% |
| 3M | -4.8% | -6.6% | +1.9% | -4.9% |
| 6M | +14.6% | -22.5% | +37.1% | +16.3% |
| YTD | +54.2% | -15.2% | +69.4% | +55.6% |
| 1Y | +67.1% | -33.9% | +101.0% | +71.2% |
| 3Y | +218.5% | +11.8% | +206.6% | +180.4% |
| All | +218.5% | +10.0% | +208.4% | +180.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 3y: compounded portfolio wealth divided by compounded AZO 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…
3y analysis · Full analysis span regression · 6 months rolling