+32.4%
PWR vs BWA
+17.4%
+15.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -2.5% | -9.1% | -10.6% |
| 7D | -4.4% | -9.9% | +5.5% | -0.5% |
| 30D | -15.1% | -16.4% | +1.3% | -8.9% |
| 3M | -16.2% | -19.8% | +3.6% | -8.9% |
| 6M | -23.3% | -10.0% | -13.4% | -18.9% |
| YTD | +37.6% | +12.7% | +24.9% | +32.8% |
| 1Y | +32.4% | +15.7% | +16.7% | +26.9% |
| All | +32.4% | +17.4% | +15.0% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling