+1,796.7%
PWR vs D
+44.7%
+1,752.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -11.2% | +2.4% | -13.6% | -12.0% |
| 30D | -17.4% | +10.9% | -28.3% | -20.1% |
| 3M | -11.7% | +2.8% | -14.6% | -12.8% |
| 6M | -21.7% | +12.7% | -34.4% | -25.1% |
| YTD | +38.3% | +20.3% | +18.0% | +29.6% |
| 1Y | +29.6% | +17.1% | +12.5% | +22.3% |
| 3Y | +236.1% | +75.1% | +161.0% | +170.2% |
| 5Y | +406.3% | +13.1% | +393.2% | +373.8% |
| 10Y | +1,796.7% | +48.3% | +1,748.5% | +1,677.0% |
| All | +1,796.7% | +44.7% | +1,752.0% | +1,677.0% |
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