+8,425.6%
PWR vs AZO
+9,726.1%
-1,300.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.3% |
| 7D | +2.7% | -0.8% | +3.5% | +3.0% |
| 30D | -5.1% | -5.1% | 0.0% | -3.1% |
| 3M | -9.4% | -7.2% | -2.1% | -7.7% |
| 6M | +10.4% | -20.7% | +31.2% | +19.7% |
| YTD | +48.6% | -14.2% | +62.8% | +54.9% |
| 1Y | +68.0% | -32.2% | +100.2% | +92.8% |
| 3Y | +204.7% | +11.1% | +193.6% | +172.4% |
| 5Y | +451.9% | +87.6% | +364.4% | +279.4% |
| 10Y | +2,425.3% | +302.9% | +2,122.4% | +1,049.4% |
| All | +8,425.6% | +9,726.1% | -1,300.5% | +894.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling