+8,390.6%
PWR vs CP
+4,832.8%
+3,557.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.5% |
| 7D | +3.6% | -2.7% | +6.3% | +5.0% |
| 30D | -8.6% | +0.2% | -8.7% | -8.8% |
| 3M | -13.2% | +2.6% | -15.7% | -15.0% |
| 6M | +9.9% | +6.0% | +3.9% | +5.6% |
| YTD | +48.0% | +24.9% | +23.1% | +29.5% |
| 1Y | +66.2% | +20.1% | +46.1% | +48.1% |
| 3Y | +195.1% | +16.4% | +178.7% | +162.5% |
| 5Y | +442.6% | +31.7% | +410.8% | +343.3% |
| 10Y | +2,334.2% | +223.9% | +2,110.4% | +1,098.7% |
| All | +8,390.6% | +4,832.8% | +3,557.8% | +1,273.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 all: compounded portfolio wealth divided by compounded CP 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…
all analysis · Full analysis span regression · 6 months rolling