+1,796.7%
PWR vs CI
+147.8%
+1,648.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.5% | -4.0% | -2.1% |
| 7D | -11.2% | +2.6% | -13.8% | -11.9% |
| 30D | -17.4% | +7.3% | -24.7% | -19.3% |
| 3M | -11.7% | +9.5% | -21.2% | -14.4% |
| 6M | -21.7% | +6.4% | -28.1% | -24.0% |
| YTD | +38.3% | +12.0% | +26.3% | +31.7% |
| 1Y | +29.6% | +20.1% | +9.5% | +20.8% |
| 3Y | +236.1% | +9.6% | +226.6% | +204.4% |
| 5Y | +406.3% | +52.7% | +353.6% | +289.6% |
| 10Y | +1,796.7% | +150.3% | +1,646.4% | +1,111.7% |
| All | +1,796.7% | +147.8% | +1,648.9% | +1,111.7% |
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