+451.9%
PWR vs BB
-25.5%
+477.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.6% |
| 7D | +2.7% | +1.8% | +0.8% | +2.3% |
| 30D | -5.1% | -12.2% | +7.1% | -2.8% |
| 3M | -9.4% | -12.3% | +3.0% | -7.8% |
| 6M | +10.4% | +122.7% | -112.3% | -7.9% |
| YTD | +48.6% | +104.5% | -55.8% | +26.0% |
| 1Y | +68.0% | +106.7% | -38.6% | +41.5% |
| 3Y | +204.7% | +70.0% | +134.8% | +154.4% |
| 5Y | +451.9% | -27.8% | +479.7% | +444.5% |
| All | +451.9% | -25.5% | +477.4% | +444.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling