+2,609.8%
PWR vs CG
+351.2%
+2,258.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.3% |
| 7D | +3.6% | -4.3% | +7.9% | +5.3% |
| 30D | -8.6% | -5.1% | -3.5% | -7.1% |
| 3M | -13.2% | +8.7% | -21.8% | -16.4% |
| 6M | +9.9% | -9.2% | +19.1% | +12.9% |
| YTD | +48.0% | -18.9% | +66.9% | +57.2% |
| 1Y | +66.2% | -25.6% | +91.8% | +81.8% |
| 3Y | +195.1% | +57.3% | +137.8% | +133.8% |
| 5Y | +442.6% | +10.2% | +432.4% | +373.1% |
| 10Y | +2,334.2% | +364.2% | +1,970.0% | +1,141.2% |
| All | +2,609.8% | +351.2% | +2,258.6% | +1,312.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling