+2,685.6%
PWR vs BUD
+201.1%
+2,484.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +3.6% | +0.3% | +3.3% | +3.5% |
| 30D | -8.6% | -5.7% | -2.9% | -6.7% |
| 3M | -13.2% | +3.1% | -16.3% | -14.8% |
| 6M | +9.9% | +7.9% | +2.0% | +5.8% |
| YTD | +48.0% | +27.3% | +20.7% | +33.4% |
| 1Y | +66.2% | +37.8% | +28.4% | +44.5% |
| 3Y | +195.1% | +49.8% | +145.3% | +141.5% |
| 5Y | +442.6% | +43.8% | +398.7% | +339.7% |
| 10Y | +2,334.2% | -22.6% | +2,356.9% | +2,314.2% |
| All | +2,685.6% | +201.1% | +2,484.5% | +1,129.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling