+66.2%
PWR vs BTG
+38.4%
+27.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.9% |
| 7D | +3.6% | -0.9% | +4.5% | +3.7% |
| 30D | -8.6% | +36.8% | -45.4% | -13.6% |
| 3M | -13.2% | +23.1% | -36.3% | -16.7% |
| 6M | +9.9% | +3.5% | +6.4% | +7.3% |
| YTD | +48.0% | +25.5% | +22.5% | +37.7% |
| 1Y | +66.2% | +40.1% | +26.1% | +56.4% |
| All | +66.2% | +38.4% | +27.8% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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