+8,390.6%
PWR vs BP
+328.1%
+8,062.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.4% |
| 7D | +3.6% | +3.9% | -0.3% | +1.6% |
| 30D | -8.6% | +7.6% | -16.2% | -11.9% |
| 3M | -13.2% | +0.7% | -13.9% | -14.1% |
| 6M | +9.9% | +15.5% | -5.6% | +0.6% |
| YTD | +48.0% | +30.8% | +17.2% | +26.9% |
| 1Y | +66.2% | +34.3% | +31.9% | +39.9% |
| 3Y | +195.1% | +35.1% | +160.1% | +141.1% |
| 5Y | +442.6% | +126.8% | +315.7% | +226.0% |
| 10Y | +2,334.2% | +123.4% | +2,210.9% | +1,258.6% |
| All | +8,390.6% | +328.1% | +8,062.5% | +3,725.2% |
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