+2,425.3%
PWR vs CI
+143.6%
+2,281.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.7% | -2.1% |
| 7D | +2.7% | -1.1% | +3.8% | +2.9% |
| 30D | -5.1% | +0.5% | -5.6% | -5.4% |
| 3M | -9.4% | -5.2% | -4.2% | -8.6% |
| 6M | +10.4% | +4.3% | +6.1% | +7.9% |
| YTD | +48.6% | +2.8% | +45.9% | +45.6% |
| 1Y | +68.0% | -5.8% | +73.8% | +67.0% |
| 3Y | +204.7% | +4.7% | +200.0% | +179.1% |
| 5Y | +451.9% | +42.7% | +409.2% | +332.5% |
| 10Y | +2,425.3% | +141.0% | +2,284.4% | +1,459.8% |
| All | +2,425.3% | +143.6% | +2,281.8% | +1,459.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling