+9,376.1%
PWR vs DLR
+3,595.6%
+5,780.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.5% |
| 7D | +3.6% | +1.6% | +2.0% | +2.8% |
| 30D | -8.6% | -3.4% | -5.2% | -7.1% |
| 3M | -13.2% | +0.5% | -13.7% | -13.9% |
| 6M | +9.9% | +4.6% | +5.3% | +7.1% |
| YTD | +48.0% | +23.4% | +24.6% | +33.2% |
| 1Y | +66.2% | +19.0% | +47.1% | +52.0% |
| 3Y | +195.1% | +56.5% | +138.6% | +136.4% |
| 5Y | +442.6% | +33.3% | +409.2% | +354.9% |
| 10Y | +2,334.2% | +165.1% | +2,169.1% | +1,247.0% |
| All | +9,376.1% | +3,595.6% | +5,780.5% | +1,453.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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