+469.4%
PWR vs CPAY
+55.3%
+414.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.2% |
| 7D | +4.2% | -2.0% | +6.1% | +4.8% |
| 30D | -4.0% | -0.4% | -3.7% | -4.1% |
| 3M | -4.8% | +16.4% | -21.1% | -10.2% |
| 6M | +14.6% | +23.5% | -8.9% | +4.7% |
| YTD | +54.2% | +35.7% | +18.6% | +34.1% |
| 1Y | +67.1% | +30.2% | +36.9% | +47.1% |
| 3Y | +218.5% | +49.7% | +168.7% | +153.7% |
| All | +469.4% | +55.3% | +414.1% | +316.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 5y: compounded portfolio wealth divided by compounded CPAY 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…
5y analysis · Full analysis span regression · 6 months rolling