+8,087.4%
PWR vs BTI
+3,128.2%
+4,959.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.0% |
| 7D | +11.3% | +1.6% | +9.7% | +10.8% |
| 30D | -8.9% | +9.2% | -18.1% | -11.2% |
| 3M | -10.5% | +9.6% | -20.1% | -13.1% |
| 6M | -22.2% | -2.4% | -19.7% | -22.6% |
| YTD | +42.7% | +14.2% | +28.5% | +36.1% |
| 1Y | +41.1% | +20.3% | +20.8% | +32.7% |
| 3Y | +242.7% | +147.4% | +95.3% | +162.6% |
| 5Y | +418.5% | +155.4% | +263.1% | +291.0% |
| 10Y | +1,855.0% | +127.3% | +1,727.7% | +1,379.7% |
| All | +8,087.4% | +3,128.2% | +4,959.2% | +5,485.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling