+438.6%
PWR vs BTI
+116.2%
+322.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.5% |
| 7D | -0.2% | -2.0% | +1.8% | +0.1% |
| 30D | -7.7% | -3.4% | -4.3% | -7.3% |
| 3M | -4.9% | -9.0% | +4.1% | -4.0% |
| 6M | +9.7% | -5.0% | +14.7% | +9.5% |
| YTD | +46.7% | -0.3% | +47.0% | +45.1% |
| 1Y | +58.7% | +3.1% | +55.6% | +56.3% |
| 3Y | +200.7% | +111.0% | +89.8% | +150.8% |
| 5Y | +438.6% | +117.0% | +321.5% | +325.0% |
| All | +438.6% | +116.2% | +322.3% | +325.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling