+2,425.3%
PWR vs DAR
+364.6%
+2,060.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.1% |
| 7D | +2.7% | -0.2% | +2.8% | +2.7% |
| 30D | -5.1% | +7.4% | -12.6% | -7.6% |
| 3M | -9.4% | +15.7% | -25.1% | -14.3% |
| 6M | +10.4% | +30.0% | -19.6% | 0.0% |
| YTD | +48.6% | +87.5% | -38.9% | +18.3% |
| 1Y | +68.0% | +113.4% | -45.3% | +26.5% |
| 3Y | +204.7% | +15.3% | +189.4% | +173.6% |
| 5Y | +451.9% | -4.3% | +456.3% | +411.4% |
| 10Y | +2,425.3% | +380.2% | +2,045.2% | +1,079.6% |
| All | +2,425.3% | +364.6% | +2,060.7% | +1,079.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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