+2,527.3%
PWR vs CAPR
-99.1%
+2,626.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.7% | +1.6% | +6.2% |
| 7D | -12.9% | +41.1% | -53.9% | -13.2% |
| 30D | -22.8% | +11.1% | -34.0% | -23.0% |
| 3M | -19.0% | +115.3% | -134.3% | -19.8% |
| 6M | -31.1% | -73.8% | +42.7% | -30.7% |
| YTD | +28.3% | -68.8% | +97.1% | +28.7% |
| 1Y | +22.2% | +43.3% | -21.1% | +18.2% |
| 3Y | +222.2% | +214.7% | +7.5% | +205.1% |
| 5Y | +364.2% | +141.3% | +222.9% | +338.5% |
| 10Y | +1,864.8% | -67.0% | +1,931.9% | +1,709.8% |
| All | +2,527.3% | -99.1% | +2,626.4% | +2,318.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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