+2,474.0%
PWR vs CI
+141.5%
+2,332.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.2% | +2.8% |
| 7D | +4.5% | -2.0% | +6.5% | +5.1% |
| 30D | -4.9% | -1.8% | -3.1% | -4.5% |
| 3M | -7.9% | -4.2% | -3.6% | -7.3% |
| 6M | +18.3% | +2.7% | +15.6% | +16.1% |
| YTD | +51.5% | +1.9% | +49.6% | +48.8% |
| 1Y | +70.3% | -6.3% | +76.6% | +69.5% |
| 3Y | +210.6% | +3.9% | +206.7% | +185.1% |
| 5Y | +456.7% | +41.9% | +414.8% | +336.7% |
| All | +2,474.0% | +141.5% | +2,332.4% | +1,493.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling