+6,784.3%
PWR vs CSGP
+3,334.4%
+3,449.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +1.4% |
| 7D | +3.6% | -4.1% | +7.7% | +4.8% |
| 30D | -8.6% | +2.3% | -10.9% | -9.7% |
| 3M | -13.2% | -8.2% | -5.0% | -12.7% |
| 6M | +9.9% | -35.1% | +45.0% | +21.1% |
| YTD | +48.0% | -54.0% | +102.1% | +78.0% |
| 1Y | +66.2% | -65.3% | +131.5% | +115.9% |
| 3Y | +195.1% | -62.6% | +257.7% | +268.6% |
| 5Y | +442.6% | -64.8% | +507.4% | +576.0% |
| 10Y | +2,334.2% | +45.1% | +2,289.2% | +1,849.3% |
| All | +6,784.3% | +3,334.4% | +3,449.8% | +2,494.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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