+58.7%
PWR vs CG
-30.6%
+89.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.0% | -0.8% |
| 7D | -0.2% | -9.8% | +9.6% | +2.1% |
| 30D | -7.7% | -10.3% | +2.6% | -5.7% |
| 3M | -4.9% | -1.7% | -3.3% | -5.1% |
| 6M | +9.7% | -9.8% | +19.5% | +11.6% |
| YTD | +46.7% | -25.6% | +72.3% | +52.6% |
| 1Y | +58.7% | -32.5% | +91.2% | +60.9% |
| All | +58.7% | -30.6% | +89.3% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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