+7,944.2%
PWR vs CI
+1,767.1%
+6,177.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.7% | +8.7% | +9.1% |
| 7D | -4.8% | +0.1% | -4.9% | -5.0% |
| 30D | -16.2% | +4.7% | -20.9% | -18.0% |
| 3M | -11.9% | +5.2% | -17.2% | -14.2% |
| 6M | -20.6% | +3.8% | -24.4% | -22.9% |
| YTD | +40.3% | +9.2% | +31.0% | +33.1% |
| 1Y | +33.0% | +14.3% | +18.8% | +24.0% |
| 3Y | +250.0% | +8.4% | +241.6% | +214.1% |
| 5Y | +404.2% | +50.0% | +354.1% | +291.9% |
| 10Y | +1,865.8% | +142.2% | +1,723.6% | +1,111.4% |
| All | +7,944.2% | +1,767.1% | +6,177.1% | +1,949.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling