+210.6%
PWR vs BUD
+48.7%
+161.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.1% | +2.4% |
| 7D | +4.5% | +0.8% | +3.8% | +4.4% |
| 30D | -4.9% | -4.8% | -0.1% | -4.3% |
| 3M | -7.9% | +1.4% | -9.2% | -8.3% |
| 6M | +18.3% | +9.9% | +8.5% | +16.0% |
| YTD | +51.5% | +26.3% | +25.2% | +46.5% |
| 1Y | +70.3% | +36.1% | +34.2% | +62.9% |
| 3Y | +210.6% | +48.6% | +162.0% | +173.4% |
| All | +210.6% | +48.7% | +161.9% | +173.4% |
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