+451.9%
PWR vs BEN
+40.0%
+412.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.3% |
| 7D | +2.7% | +3.4% | -0.7% | +1.3% |
| 30D | -5.1% | +1.8% | -6.9% | -5.9% |
| 3M | -9.4% | +8.4% | -17.7% | -12.2% |
| 6M | +10.4% | +35.6% | -25.2% | -2.0% |
| YTD | +48.6% | +46.4% | +2.3% | +27.1% |
| 1Y | +68.0% | +46.3% | +21.7% | +43.2% |
| 3Y | +204.7% | +54.6% | +150.1% | +146.2% |
| 5Y | +451.9% | +39.4% | +412.5% | +352.9% |
| All | +451.9% | +40.0% | +412.0% | +352.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling