+1,592.6%
PWR vs DOW
-15.2%
+1,607.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.6% |
| 7D | -0.2% | -2.4% | +2.2% | +0.6% |
| 30D | -7.7% | -4.1% | -3.7% | -6.4% |
| 3M | -4.9% | -12.4% | +7.5% | -1.0% |
| 6M | +9.7% | -10.6% | +20.4% | +11.4% |
| YTD | +46.7% | +31.1% | +15.6% | +25.0% |
| 1Y | +58.7% | +30.5% | +28.2% | +33.7% |
| 3Y | +200.7% | -34.4% | +235.1% | +235.8% |
| 5Y | +438.6% | -35.5% | +474.0% | +492.2% |
| All | +1,592.6% | -15.2% | +1,607.9% | +1,331.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling