+236.1%
PWR vs BUD
+51.6%
+184.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.4% |
| 7D | -11.2% | +6.0% | -17.3% | -11.1% |
| 30D | -17.4% | +11.3% | -28.7% | -17.7% |
| 3M | -11.7% | +3.6% | -15.3% | -11.5% |
| 6M | -21.7% | +7.7% | -29.4% | -21.9% |
| YTD | +38.3% | +36.4% | +1.9% | +35.2% |
| 1Y | +29.6% | +37.8% | -8.3% | +26.6% |
| 3Y | +236.1% | +51.2% | +184.9% | +224.2% |
| All | +236.1% | +51.6% | +184.5% | +224.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling