+1,839.1%
PWR vs BTG
+378.0%
+1,461.1%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.9% | +5.2% | +2.6% |
| 7D | +4.5% | +4.8% | -0.3% | +4.1% |
| 30D | -4.9% | +8.3% | -13.2% | -5.6% |
| 3M | -7.9% | +32.3% | -40.2% | -10.1% |
| 6M | +18.3% | +3.0% | +15.4% | +17.3% |
| YTD | +51.5% | +21.9% | +29.6% | +47.9% |
| 1Y | +70.3% | +28.2% | +42.2% | +65.3% |
| 3Y | +210.6% | +99.9% | +110.7% | +189.0% |
| 5Y | +456.7% | +73.6% | +383.1% | +418.9% |
| 10Y | +2,396.1% | +136.5% | +2,259.6% | +2,096.2% |
| All | +1,839.1% | +378.0% | +1,461.1% | +1,318.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling