+2,314.7%
PWR vs BR
+1,481.8%
+832.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -1.0% |
| 7D | +11.3% | +1.1% | +10.2% | +10.7% |
| 30D | -8.9% | +14.4% | -23.2% | -16.5% |
| 3M | -10.5% | +12.4% | -22.9% | -18.0% |
| 6M | -22.2% | +35.4% | -57.6% | -37.8% |
| YTD | +42.7% | -12.2% | +54.9% | +45.1% |
| 1Y | +41.1% | -12.7% | +53.9% | +43.9% |
| 3Y | +242.7% | +14.3% | +228.5% | +185.0% |
| 5Y | +418.5% | +19.3% | +399.3% | +313.0% |
| 10Y | +1,855.0% | +278.1% | +1,576.8% | +571.0% |
| All | +2,314.7% | +1,481.8% | +832.9% | +161.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling