+469.4%
PWR vs BR
+8.0%
+461.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | +4.2% | -3.0% | +7.2% | +5.0% |
| 30D | -4.0% | -0.3% | -3.8% | -4.3% |
| 3M | -4.8% | +17.3% | -22.1% | -10.4% |
| 6M | +14.6% | -6.7% | +21.3% | +17.4% |
| YTD | +54.2% | -23.4% | +77.7% | +72.5% |
| 1Y | +67.1% | -32.7% | +99.8% | +100.3% |
| 3Y | +218.5% | -5.9% | +224.4% | +203.0% |
| All | +469.4% | +8.0% | +461.4% | +383.3% |
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