+9.9%
PWR vs DOW
-6.0%
+15.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.0% | +3.7% | +0.5% |
| 7D | +3.6% | -2.4% | +6.0% | +3.5% |
| 30D | -8.6% | +0.4% | -9.0% | -8.4% |
| 3M | -13.2% | -14.4% | +1.2% | -12.2% |
| 6M | +9.9% | -7.0% | +16.9% | +9.8% |
| All | +9.9% | -6.0% | +15.9% | +9.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling