+1,865.8%
PWR vs CNH
+134.0%
+1,731.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +10.9% | -1.5% | +4.7% |
| 7D | -4.8% | +8.6% | -13.3% | -7.8% |
| 30D | -16.2% | +12.6% | -28.8% | -20.3% |
| 3M | -11.9% | +17.5% | -29.5% | -19.3% |
| 6M | -20.6% | +18.1% | -38.7% | -28.2% |
| YTD | +40.3% | +40.4% | -0.1% | +16.0% |
| 1Y | +33.0% | +34.0% | -1.0% | +12.0% |
| 3Y | +250.0% | +35.3% | +214.7% | +178.1% |
| 5Y | +404.2% | -5.1% | +409.3% | +359.1% |
| 10Y | +1,865.8% | +124.0% | +1,741.8% | +1,054.0% |
| All | +1,865.8% | +134.0% | +1,731.9% | +1,054.0% |
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