+32.4%
PWR vs BP
+35.3%
-2.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -4.2% | -7.5% | -11.4% |
| 7D | -4.4% | -8.4% | +4.0% | -4.0% |
| 30D | -15.1% | +2.2% | -17.3% | -15.0% |
| 3M | -16.2% | +8.8% | -25.0% | -16.5% |
| 6M | -23.3% | -0.5% | -22.8% | -23.3% |
| YTD | +37.6% | +36.2% | +1.4% | +30.0% |
| 1Y | +32.4% | +36.6% | -4.2% | +24.9% |
| All | +32.4% | +35.3% | -2.8% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 1y: compounded portfolio wealth divided by compounded BP 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…
1y analysis · Full analysis span regression · 6 months rolling