+70.3%
PWR vs EXC
+4.7%
+65.6%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +2.5% |
| 7D | +4.5% | +1.2% | +3.3% | +4.9% |
| 30D | -4.9% | -2.7% | -2.2% | -5.7% |
| 3M | -7.9% | -1.0% | -6.9% | -8.7% |
| 6M | +18.3% | -9.3% | +27.6% | +16.9% |
| YTD | +51.5% | +3.6% | +47.9% | +50.2% |
| 1Y | +70.3% | +5.9% | +64.4% | +69.6% |
| All | +70.3% | +4.7% | +65.6% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 1y: compounded portfolio wealth divided by compounded EXC 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…
1y analysis · Full analysis span regression · 6 months rolling