+1,831.6%
PWR vs CNH
+106.0%
+1,725.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | +11.3% | +3.0% | +8.3% | +9.9% |
| 30D | -8.9% | -0.6% | -8.3% | -8.7% |
| 3M | -10.5% | +14.6% | -25.1% | -17.2% |
| 6M | -22.2% | +11.8% | -33.9% | -28.0% |
| YTD | +42.7% | +30.4% | +12.3% | +21.8% |
| 1Y | +41.1% | +19.1% | +22.1% | +25.1% |
| 3Y | +242.7% | +30.2% | +212.6% | +176.2% |
| 5Y | +418.5% | -17.8% | +436.4% | +405.1% |
| All | +1,831.6% | +106.0% | +1,725.6% | +1,086.8% |
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