+218.5%
PWR vs BLK
+66.0%
+152.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +4.3% |
| 7D | +4.2% | -3.3% | +7.5% | +6.1% |
| 30D | -4.0% | -6.5% | +2.5% | -0.8% |
| 3M | -4.8% | +6.7% | -11.5% | -9.0% |
| 6M | +14.6% | +14.7% | -0.1% | +4.8% |
| YTD | +54.2% | +2.5% | +51.7% | +49.1% |
| 1Y | +67.1% | -2.8% | +69.9% | +66.8% |
| 3Y | +218.5% | +65.9% | +152.6% | +93.1% |
| All | +218.5% | +66.0% | +152.5% | +93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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