+8,589.7%
PWR vs BEN
+351.3%
+8,238.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.6% | +2.5% |
| 7D | +4.5% | +4.7% | -0.2% | +2.0% |
| 30D | -4.9% | +2.6% | -7.5% | -6.3% |
| 3M | -7.9% | +11.5% | -19.4% | -13.1% |
| 6M | +18.3% | +35.3% | -17.0% | +0.1% |
| YTD | +51.5% | +48.6% | +2.9% | +20.9% |
| 1Y | +70.3% | +46.7% | +23.6% | +36.2% |
| 3Y | +210.6% | +57.0% | +153.6% | +129.9% |
| 5Y | +456.7% | +41.8% | +414.8% | +317.1% |
| 10Y | +2,396.1% | +55.2% | +2,340.9% | +1,540.7% |
| All | +8,589.7% | +351.3% | +8,238.4% | +3,027.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling