+2,396.1%
PWR vs CNH
+152.9%
+2,243.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.6% | +7.9% | +4.7% |
| 7D | +4.5% | +8.8% | -4.3% | +0.3% |
| 30D | -4.9% | +24.7% | -29.5% | -14.6% |
| 3M | -7.9% | +27.3% | -35.2% | -18.7% |
| 6M | +18.3% | +23.2% | -4.8% | +5.3% |
| YTD | +51.5% | +48.9% | +2.6% | +22.9% |
| 1Y | +70.3% | +19.4% | +50.9% | +51.9% |
| 3Y | +210.6% | +7.8% | +202.8% | +178.1% |
| 5Y | +456.7% | +8.7% | +447.9% | +376.7% |
| 10Y | +2,396.1% | +149.5% | +2,246.6% | +1,200.0% |
| All | +2,396.1% | +152.9% | +2,243.1% | +1,200.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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