+8,313.4%
PWR vs BNY
+923.5%
+7,389.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.3% |
| 7D | -0.2% | -1.1% | +0.8% | +0.3% |
| 30D | -7.7% | +1.4% | -9.1% | -8.4% |
| 3M | -4.9% | +16.8% | -21.7% | -12.0% |
| 6M | +9.7% | +42.0% | -32.3% | -7.7% |
| YTD | +46.7% | +41.9% | +4.8% | +22.8% |
| 1Y | +58.7% | +59.2% | -0.5% | +25.5% |
| 3Y | +200.7% | +290.9% | -90.2% | +52.1% |
| 5Y | +438.6% | +259.0% | +179.5% | +178.5% |
| 10Y | +2,392.1% | +413.0% | +1,979.1% | +955.1% |
| All | +8,313.4% | +923.5% | +7,389.9% | +2,030.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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