+7,256.3%
PWR vs D
+1,066.9%
+6,189.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.5% | +7.7% | +6.8% |
| 7D | -12.9% | +3.0% | -15.8% | -14.2% |
| 30D | -22.8% | +11.5% | -34.3% | -26.7% |
| 3M | -19.0% | +3.7% | -22.7% | -20.7% |
| 6M | -31.1% | +13.5% | -44.6% | -35.5% |
| YTD | +28.3% | +20.7% | +7.5% | +16.9% |
| 1Y | +22.2% | +18.2% | +4.0% | +12.1% |
| 3Y | +222.2% | +73.3% | +148.9% | +143.0% |
| 5Y | +364.2% | +12.3% | +351.9% | +317.9% |
| 10Y | +1,864.8% | +43.4% | +1,821.4% | +1,398.8% |
| All | +7,256.3% | +1,066.9% | +6,189.5% | +3,499.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling