+218.5%
PWR vs CNI
+19.7%
+198.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.8% |
| 7D | +4.2% | -0.4% | +4.6% | +4.3% |
| 30D | -4.0% | -2.7% | -1.3% | -3.2% |
| 3M | -4.8% | +3.9% | -8.7% | -6.7% |
| 6M | +14.6% | +16.4% | -1.7% | +7.3% |
| YTD | +54.2% | +25.8% | +28.4% | +40.6% |
| 1Y | +67.1% | +32.4% | +34.7% | +49.2% |
| 3Y | +218.5% | +19.1% | +199.4% | +184.2% |
| All | +218.5% | +19.7% | +198.7% | +184.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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