+210.6%
PWR vs CHRW
+86.2%
+124.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.7% | +2.3% |
| 7D | +4.5% | +1.9% | +2.6% | +4.5% |
| 30D | -4.9% | +0.9% | -5.8% | -4.9% |
| 3M | -7.9% | -19.9% | +12.0% | -6.9% |
| 6M | +18.3% | -15.8% | +34.1% | +19.0% |
| YTD | +51.5% | -5.6% | +57.1% | +50.6% |
| 1Y | +70.3% | +21.0% | +49.3% | +66.1% |
| 3Y | +210.6% | +86.0% | +124.6% | +200.0% |
| All | +210.6% | +86.2% | +124.4% | +200.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 3y: compounded portfolio wealth divided by compounded CHRW 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…
3y analysis · Full analysis span regression · 6 months rolling