+66.2%
PWR vs BEN
+42.6%
+23.6%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | -0.2% |
| 7D | +3.6% | +0.2% | +3.4% | +3.5% |
| 30D | -8.6% | -0.5% | -8.0% | -8.5% |
| 3M | -13.2% | +9.7% | -22.9% | -15.0% |
| 6M | +9.9% | +33.9% | -24.0% | +4.7% |
| YTD | +48.0% | +49.0% | -0.9% | +37.9% |
| 1Y | +66.2% | +42.1% | +24.1% | +52.9% |
| All | +66.2% | +42.6% | +23.6% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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