+67.1%
PWR vs BB
+104.0%
-36.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.8% |
| 7D | +4.2% | -0.4% | +4.6% | +4.3% |
| 30D | -4.0% | -12.5% | +8.5% | -1.7% |
| 3M | -4.8% | -17.4% | +12.7% | -2.2% |
| 6M | +14.6% | +119.1% | -104.5% | -0.5% |
| YTD | +54.2% | +102.4% | -48.1% | +36.3% |
| 1Y | +67.1% | +98.2% | -31.1% | +51.9% |
| All | +67.1% | +104.0% | -36.9% | +51.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling