+8,390.6%
PWR vs BTI
+2,741.8%
+5,648.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.0% |
| 7D | +3.6% | -1.4% | +5.0% | +4.0% |
| 30D | -8.6% | -6.6% | -2.0% | -7.1% |
| 3M | -13.2% | -3.0% | -10.2% | -13.1% |
| 6M | +9.9% | -6.7% | +16.6% | +10.9% |
| YTD | +48.0% | +0.6% | +47.5% | +46.5% |
| 1Y | +66.2% | +5.6% | +60.6% | +62.2% |
| 3Y | +195.1% | +110.3% | +84.8% | +137.0% |
| 5Y | +442.6% | +114.3% | +328.3% | +330.0% |
| 10Y | +2,334.2% | +67.7% | +2,266.6% | +1,891.4% |
| All | +8,390.6% | +2,741.8% | +5,648.9% | +5,914.0% |
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 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