+1,844.9%
PWR vs BB
+24.8%
+1,820.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.7% | +0.2% |
| 7D | +19.1% | +9.0% | +10.1% | +17.6% |
| 30D | -12.0% | +7.7% | -19.7% | -13.2% |
| 3M | -10.6% | +4.0% | -14.6% | -11.6% |
| 6M | -20.8% | +46.6% | -67.4% | -26.4% |
| YTD | +43.7% | +140.6% | -96.9% | +23.0% |
| 1Y | +35.0% | +103.1% | -68.1% | +18.3% |
| 3Y | +249.4% | +150.5% | +98.9% | +186.0% |
| 5Y | +422.1% | -15.4% | +437.5% | +379.5% |
| All | +1,844.9% | +24.8% | +1,820.2% | +1,244.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling