+245.1%
PWR vs BN
+100.0%
+145.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.2% |
| 7D | +19.1% | -0.3% | +19.4% | +19.3% |
| 30D | -12.0% | +13.6% | -25.6% | -18.2% |
| 3M | -10.6% | -6.7% | -3.9% | -7.8% |
| 6M | -20.8% | -9.0% | -11.8% | -17.5% |
| YTD | +43.7% | -8.8% | +52.5% | +47.5% |
| 1Y | +35.0% | -10.6% | +45.6% | +40.3% |
| All | +245.1% | +100.0% | +145.2% | +131.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling