+422.1%
PWR vs DOW
-27.1%
+449.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.7% |
| 7D | +19.1% | +3.7% | +15.4% | +18.1% |
| 30D | -12.0% | +16.3% | -28.3% | -14.9% |
| 3M | -10.6% | +9.7% | -20.3% | -12.5% |
| 6M | -20.8% | -14.1% | -6.7% | -18.1% |
| YTD | +43.7% | +46.6% | -2.9% | +25.2% |
| 1Y | +35.0% | +56.8% | -21.9% | +14.8% |
| 3Y | +249.4% | -20.4% | +269.8% | +272.7% |
| 5Y | +422.1% | -27.4% | +449.5% | +472.8% |
| All | +422.1% | -27.1% | +449.2% | +472.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling