+67.1%
PWR vs COR
+9.0%
+58.1%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +5.0% | +5.2% |
| 7D | +4.2% | -2.8% | +7.0% | +4.0% |
| 30D | -4.0% | +2.6% | -6.6% | -3.9% |
| 3M | -4.8% | +14.5% | -19.2% | -5.1% |
| 6M | +14.6% | -7.8% | +22.4% | +20.5% |
| YTD | +54.2% | -4.2% | +58.5% | +62.4% |
| 1Y | +67.1% | +7.0% | +60.1% | +76.3% |
| All | +67.1% | +9.0% | +58.1% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 1y: compounded portfolio wealth divided by compounded COR 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…
1y analysis · Full analysis span regression · 6 months rolling