+456.7%
PWR vs DAR
-8.5%
+465.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.9% | -0.6% | +1.5% |
| 7D | +4.5% | -0.9% | +5.4% | +4.8% |
| 30D | -4.9% | +13.0% | -17.8% | -8.3% |
| 3M | -7.9% | +15.0% | -22.9% | -11.7% |
| 6M | +18.3% | +26.8% | -8.5% | +10.1% |
| YTD | +51.5% | +86.4% | -34.9% | +26.3% |
| 1Y | +70.3% | +115.1% | -44.8% | +35.3% |
| 3Y | +210.6% | +14.6% | +196.0% | +191.3% |
| 5Y | +456.7% | -8.8% | +465.5% | +436.1% |
| All | +456.7% | -8.5% | +465.2% | +436.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling