+1,831.6%
PWR vs CI
+146.2%
+1,685.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | +11.3% | +1.2% | +10.1% | +11.0% |
| 30D | -8.9% | +2.6% | -11.4% | -9.8% |
| 3M | -10.5% | +7.4% | -17.9% | -12.8% |
| 6M | -22.2% | -0.1% | -22.1% | -23.1% |
| YTD | +42.7% | +9.7% | +33.0% | +36.7% |
| 1Y | +41.1% | +12.1% | +29.0% | +34.2% |
| 3Y | +242.7% | +7.0% | +235.7% | +212.4% |
| 5Y | +418.5% | +49.7% | +368.8% | +301.0% |
| All | +1,831.6% | +146.2% | +1,685.4% | +1,141.3% |
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