+2,338.9%
PWR vs D
+35.1%
+2,303.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | +3.6% | +1.5% | +2.1% | +3.2% |
| 30D | -8.6% | -2.6% | -6.0% | -7.9% |
| 3M | -13.2% | 0.0% | -13.2% | -13.3% |
| 6M | +9.9% | +7.4% | +2.5% | +7.1% |
| YTD | +48.0% | +15.9% | +32.2% | +40.9% |
| 1Y | +66.2% | +18.1% | +48.0% | +56.8% |
| 3Y | +195.1% | +58.4% | +136.7% | +146.3% |
| 5Y | +442.6% | +5.2% | +437.4% | +421.3% |
| All | +2,338.9% | +35.1% | +2,303.8% | +2,144.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling