+8,589.7%
PWR vs BTI
+2,731.5%
+5,858.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.4% |
| 7D | +4.5% | -1.4% | +5.9% | +4.9% |
| 30D | -4.9% | -7.0% | +2.2% | -3.2% |
| 3M | -7.9% | -6.3% | -1.6% | -7.0% |
| 6M | +18.3% | -2.0% | +20.3% | +17.9% |
| YTD | +51.5% | +0.2% | +51.3% | +50.1% |
| 1Y | +70.3% | +3.8% | +66.5% | +67.0% |
| 3Y | +210.6% | +112.1% | +98.5% | +148.9% |
| 5Y | +456.7% | +113.6% | +343.1% | +341.5% |
| 10Y | +2,396.1% | +69.6% | +2,326.5% | +1,936.6% |
| All | +8,589.7% | +2,731.5% | +5,858.2% | +6,060.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BTI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling