+2,885.2%
PWR vs DG
+614.5%
+2,270.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.6% |
| 7D | +11.3% | +0.3% | +11.0% | +11.3% |
| 30D | -8.9% | +3.2% | -12.1% | -9.8% |
| 3M | -10.5% | +10.4% | -20.9% | -12.7% |
| 6M | -22.2% | +33.2% | -55.3% | -27.2% |
| YTD | +42.7% | +3.0% | +39.8% | +39.7% |
| 1Y | +41.1% | +31.2% | +9.9% | +30.9% |
| 3Y | +242.7% | +21.8% | +220.9% | +208.2% |
| 5Y | +418.5% | -35.0% | +453.5% | +444.2% |
| 10Y | +1,855.0% | +106.0% | +1,748.9% | +1,343.3% |
| All | +2,885.2% | +614.5% | +2,270.7% | +1,359.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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