+451.9%
PWR vs BN
+33.2%
+418.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -0.9% |
| 7D | +2.7% | -3.0% | +5.6% | +4.2% |
| 30D | -5.1% | -13.0% | +7.9% | +1.7% |
| 3M | -9.4% | -15.2% | +5.9% | -1.7% |
| 6M | +10.4% | -5.9% | +16.3% | +12.9% |
| YTD | +48.6% | -15.8% | +64.4% | +59.6% |
| 1Y | +68.0% | -12.2% | +80.2% | +76.0% |
| 3Y | +204.7% | +72.2% | +132.5% | +121.5% |
| 5Y | +451.9% | +33.2% | +418.7% | +362.9% |
| All | +451.9% | +33.2% | +418.8% | +362.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling