+222.2%
PWR vs CI
0.0%
+222.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.6% | +8.9% | +5.9% |
| 7D | -12.9% | -1.6% | -11.3% | -13.0% |
| 30D | -22.8% | +5.4% | -28.3% | -22.4% |
| 3M | -19.0% | +7.3% | -26.2% | -18.4% |
| 6M | -31.1% | +5.3% | -36.4% | -30.6% |
| YTD | +28.3% | +8.5% | +19.8% | +29.3% |
| 1Y | +22.2% | +17.1% | +5.1% | +23.8% |
| 3Y | +222.2% | +1.4% | +220.8% | +225.3% |
| All | +222.2% | 0.0% | +222.2% | +225.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling