+8,143.9%
PWR vs BN
+7,524.5%
+619.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.3% |
| 7D | +19.1% | -0.3% | +19.4% | +19.3% |
| 30D | -12.0% | +13.6% | -25.6% | -18.6% |
| 3M | -10.6% | -6.7% | -3.9% | -7.9% |
| 6M | -20.8% | -9.0% | -11.8% | -17.7% |
| YTD | +43.7% | -8.8% | +52.5% | +47.6% |
| 1Y | +35.0% | -10.6% | +45.6% | +40.3% |
| 3Y | +249.4% | +98.8% | +150.6% | +128.3% |
| 5Y | +422.1% | +33.6% | +388.5% | +311.9% |
| 10Y | +1,868.4% | +298.3% | +1,570.1% | +705.4% |
| All | +8,143.9% | +7,524.5% | +619.4% | +1,339.8% |
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