+2,995.7%
PWR vs DG
+606.1%
+2,389.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.4% |
| 7D | +3.6% | +8.4% | -4.8% | +2.1% |
| 30D | -8.6% | +4.9% | -13.5% | -9.5% |
| 3M | -13.2% | +29.3% | -42.5% | -17.8% |
| 6M | +9.9% | -11.3% | +21.2% | +11.6% |
| YTD | +48.0% | +1.8% | +46.3% | +46.0% |
| 1Y | +66.2% | +25.3% | +40.8% | +56.2% |
| 3Y | +195.1% | +9.1% | +186.0% | +174.3% |
| 5Y | +442.6% | -34.9% | +477.4% | +471.2% |
| 10Y | +2,334.2% | +108.2% | +2,226.1% | +1,699.0% |
| All | +2,995.7% | +606.1% | +2,389.7% | +1,425.2% |
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