+8,390.6%
PWR vs D
+1,019.9%
+7,370.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | +3.6% | +1.5% | +2.1% | +3.0% |
| 30D | -8.6% | -2.6% | -6.0% | -7.6% |
| 3M | -13.2% | 0.0% | -13.2% | -13.4% |
| 6M | +9.9% | +7.4% | +2.5% | +6.0% |
| YTD | +48.0% | +15.9% | +32.2% | +38.1% |
| 1Y | +66.2% | +18.1% | +48.0% | +53.3% |
| 3Y | +195.1% | +58.4% | +136.7% | +132.3% |
| 5Y | +442.6% | +5.2% | +437.4% | +404.8% |
| 10Y | +2,334.2% | +35.9% | +2,298.4% | +1,812.5% |
| All | +8,390.6% | +1,019.9% | +7,370.7% | +4,153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling