+66.2%
PWR vs BTDR
-4.8%
+70.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.9% | -3.2% | +0.1% |
| 7D | +3.6% | +20.0% | -16.4% | +0.8% |
| 30D | -8.6% | +11.9% | -20.5% | -10.8% |
| 3M | -13.2% | -36.9% | +23.8% | -11.0% |
| 6M | +9.9% | +56.5% | -46.6% | +1.9% |
| YTD | +48.0% | +10.4% | +37.6% | +40.4% |
| 1Y | +66.2% | +3.1% | +63.1% | +65.8% |
| All | +66.2% | -4.8% | +70.9% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 1y: compounded portfolio wealth divided by compounded BTDR 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…
1y analysis · Full analysis span regression · 6 months rolling