+2,393.1%
PWR vs BN
+263.5%
+2,129.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.6% |
| 7D | -0.2% | -5.9% | +5.6% | +3.2% |
| 30D | -7.7% | -15.1% | +7.3% | +0.8% |
| 3M | -4.9% | -14.6% | +9.6% | +3.3% |
| 6M | +9.7% | -8.4% | +18.2% | +14.2% |
| YTD | +46.7% | -16.8% | +63.5% | +59.5% |
| 1Y | +58.7% | -14.4% | +73.1% | +69.4% |
| 3Y | +200.7% | +70.1% | +130.6% | +112.7% |
| 5Y | +438.6% | +33.5% | +405.0% | +325.0% |
| All | +2,393.1% | +263.5% | +2,129.6% | +1,028.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling