+8,390.6%
PWR vs BN
+7,267.4%
+1,123.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | +3.6% | -2.5% | +6.1% | +5.0% |
| 30D | -8.6% | -9.5% | +0.9% | -3.6% |
| 3M | -13.2% | -10.4% | -2.8% | -8.1% |
| 6M | +9.9% | -6.4% | +16.3% | +13.0% |
| YTD | +48.0% | -11.9% | +59.9% | +56.0% |
| 1Y | +66.2% | -8.6% | +74.8% | +71.3% |
| 3Y | +195.1% | +77.6% | +117.6% | +105.8% |
| 5Y | +442.6% | +37.0% | +405.5% | +323.6% |
| 10Y | +2,334.2% | +266.4% | +2,067.8% | +947.8% |
| All | +8,390.6% | +7,267.4% | +1,123.2% | +1,421.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling