+445.7%
PWR vs DOW
-36.5%
+482.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.8% |
| 7D | +2.7% | -6.0% | +8.7% | +4.1% |
| 30D | -5.1% | -2.7% | -2.4% | -4.6% |
| 3M | -9.4% | -10.5% | +1.1% | -7.4% |
| 6M | +10.4% | -12.4% | +22.8% | +12.1% |
| YTD | +48.6% | +30.0% | +18.6% | +33.0% |
| 1Y | +68.0% | +27.8% | +40.2% | +49.8% |
| 3Y | +204.7% | -34.9% | +239.7% | +246.6% |
| All | +445.7% | -36.5% | +482.2% | +500.5% |
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