+8,589.7%
PWR vs BWA
+1,414.2%
+7,175.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.9% | +4.2% | +3.2% |
| 7D | +4.5% | +4.3% | +0.2% | +2.4% |
| 30D | -4.9% | -2.9% | -2.0% | -3.7% |
| 3M | -7.9% | -12.4% | +4.5% | -2.1% |
| 6M | +18.3% | +28.6% | -10.2% | +4.5% |
| YTD | +51.5% | +48.2% | +3.3% | +22.4% |
| 1Y | +70.3% | +50.9% | +19.4% | +36.0% |
| 3Y | +210.6% | +72.2% | +138.4% | +122.3% |
| 5Y | +456.7% | +91.1% | +365.6% | +264.3% |
| 10Y | +2,396.1% | +144.0% | +2,252.1% | +1,238.9% |
| All | +8,589.7% | +1,414.2% | +7,175.5% | +1,660.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling