+250.0%
PWR vs DAR
+21.9%
+228.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.7% | +4.7% | +8.4% |
| 7D | -4.8% | -2.8% | -2.0% | -4.1% |
| 30D | -16.2% | -12.8% | -3.4% | -13.8% |
| 3M | -11.9% | -11.6% | -0.4% | -10.0% |
| 6M | -20.6% | -16.8% | -3.8% | -18.0% |
| YTD | +40.3% | +45.9% | -5.7% | +30.4% |
| 1Y | +33.0% | +61.5% | -28.5% | +21.4% |
| 3Y | +250.0% | +23.0% | +227.0% | +228.6% |
| All | +250.0% | +21.9% | +228.1% | +228.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling