+2,425.3%
PWR vs BP
+132.0%
+2,293.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.7% | -2.6% |
| 7D | +2.7% | +4.0% | -1.3% | +1.0% |
| 30D | -5.1% | +7.8% | -13.0% | -8.0% |
| 3M | -9.4% | +8.4% | -17.7% | -12.7% |
| 6M | +10.4% | +15.1% | -4.6% | +2.7% |
| YTD | +48.6% | +36.4% | +12.2% | +28.3% |
| 1Y | +68.0% | +40.9% | +27.1% | +42.4% |
| 3Y | +204.7% | +38.8% | +165.9% | +154.4% |
| 5Y | +451.9% | +141.1% | +310.8% | +242.9% |
| 10Y | +2,425.3% | +133.9% | +2,291.4% | +1,340.7% |
| All | +2,425.3% | +132.0% | +2,293.3% | +1,340.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling