+406.3%
PWR vs CF
+116.3%
+290.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.6% | -4.0% | -1.7% |
| 7D | -11.2% | +4.8% | -16.0% | -11.8% |
| 30D | -17.4% | +9.7% | -27.1% | -18.5% |
| 3M | -11.7% | +1.2% | -13.0% | -12.3% |
| 6M | -21.7% | +7.4% | -29.1% | -23.3% |
| YTD | +38.3% | +60.5% | -22.3% | +22.2% |
| 1Y | +29.6% | +50.7% | -21.2% | +16.0% |
| 3Y | +236.1% | +64.8% | +171.3% | +187.4% |
| 5Y | +406.3% | +115.8% | +290.6% | +277.1% |
| All | +406.3% | +116.3% | +290.0% | +277.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 5y: compounded portfolio wealth divided by compounded CF 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…
5y analysis · Full analysis span regression · 6 months rolling