+8,143.9%
PWR vs BP
+347.7%
+7,796.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.9% |
| 7D | +19.1% | +2.5% | +16.6% | +17.7% |
| 30D | -12.0% | -5.6% | -6.4% | -9.5% |
| 3M | -10.6% | +8.0% | -18.6% | -14.3% |
| 6M | -20.8% | +5.7% | -26.5% | -24.0% |
| YTD | +43.7% | +36.8% | +6.9% | +20.1% |
| 1Y | +35.0% | +30.7% | +4.3% | +15.0% |
| 3Y | +249.4% | +51.6% | +197.8% | +168.7% |
| 5Y | +422.1% | +112.2% | +309.9% | +225.1% |
| 10Y | +1,868.4% | +138.6% | +1,729.8% | +959.0% |
| All | +8,143.9% | +347.7% | +7,796.2% | +3,519.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling