+411.1%
PWR vs BR
+18.8%
+392.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | +11.3% | +1.1% | +10.2% | +11.1% |
| 30D | -8.9% | +14.4% | -23.2% | -11.8% |
| 3M | -10.5% | +12.4% | -22.9% | -13.3% |
| 6M | -22.2% | +35.4% | -57.6% | -29.6% |
| YTD | +42.7% | -12.2% | +54.9% | +54.3% |
| 1Y | +41.1% | -12.7% | +53.9% | +53.0% |
| 3Y | +242.7% | +14.3% | +228.5% | +202.9% |
| All | +411.1% | +18.8% | +392.3% | +341.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 5y: compounded portfolio wealth divided by compounded BR 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…
5y analysis · Full analysis span regression · 6 months rolling