+8,390.6%
PWR vs CAG
+72.2%
+8,318.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.9% |
| 7D | +3.6% | -3.8% | +7.4% | +4.4% |
| 30D | -8.6% | +3.1% | -11.7% | -9.3% |
| 3M | -13.2% | +23.5% | -36.6% | -17.9% |
| 6M | +9.9% | -14.8% | +24.7% | +12.9% |
| YTD | +48.0% | -5.4% | +53.5% | +47.7% |
| 1Y | +66.2% | -11.8% | +78.0% | +68.1% |
| 3Y | +195.1% | -36.7% | +231.8% | +216.5% |
| 5Y | +442.6% | -40.3% | +482.8% | +483.2% |
| 10Y | +2,334.2% | -37.0% | +2,371.2% | +2,348.7% |
| All | +8,390.6% | +72.2% | +8,318.4% | +6,126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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