+1,547.2%
PWR vs DOW
-5.5%
+1,552.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +11.3% | +5.2% | +6.1% | +9.2% |
| 30D | -8.9% | +13.2% | -22.0% | -13.1% |
| 3M | -10.5% | +10.1% | -20.6% | -14.1% |
| 6M | -22.2% | -13.1% | -9.1% | -19.1% |
| YTD | +42.7% | +46.1% | -3.4% | +16.4% |
| 1Y | +41.1% | +50.0% | -8.9% | +13.3% |
| 3Y | +242.7% | -20.2% | +263.0% | +249.9% |
| 5Y | +418.5% | -27.7% | +446.2% | +445.2% |
| All | +1,547.2% | -5.5% | +1,552.7% | +1,232.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling