+210.6%
PWR vs BEN
+56.8%
+153.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.6% | +2.4% |
| 7D | +4.5% | +4.7% | -0.2% | +2.9% |
| 30D | -4.9% | +2.6% | -7.5% | -5.8% |
| 3M | -7.9% | +11.5% | -19.4% | -11.2% |
| 6M | +18.3% | +35.3% | -17.0% | +7.0% |
| YTD | +51.5% | +48.6% | +2.9% | +31.7% |
| 1Y | +70.3% | +46.7% | +23.6% | +48.4% |
| 3Y | +210.6% | +57.0% | +153.6% | +154.1% |
| All | +210.6% | +56.8% | +153.8% | +154.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling