+41.1%
PWR vs BEN
+65.1%
-24.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.9% |
| 7D | +11.3% | +6.8% | +4.5% | +8.6% |
| 30D | -8.9% | +18.0% | -26.8% | -13.4% |
| 3M | -10.5% | +7.5% | -18.0% | -12.8% |
| 6M | -22.2% | +14.7% | -36.9% | -25.2% |
| YTD | +42.7% | +56.1% | -13.3% | +31.3% |
| 1Y | +41.1% | +69.6% | -28.5% | +26.2% |
| All | +41.1% | +65.1% | -24.0% | +26.2% |
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