+443.9%
PWR vs DRI
+73.5%
+370.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | +3.6% | +0.6% | +3.0% | +3.4% |
| 30D | -8.6% | +3.8% | -12.4% | -9.8% |
| 3M | -13.2% | +13.0% | -26.2% | -17.2% |
| 6M | +9.9% | +8.3% | +1.6% | +6.0% |
| YTD | +48.0% | +20.6% | +27.4% | +36.7% |
| 1Y | +66.2% | +6.5% | +59.7% | +60.0% |
| 3Y | +195.1% | +53.7% | +141.4% | +137.1% |
| All | +443.9% | +73.5% | +370.4% | +298.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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