+8,168.1%
PWR vs EXC
+1,685.6%
+6,482.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.2% |
| 7D | +4.7% | -1.4% | +6.1% | +5.2% |
| 30D | -12.5% | +8.3% | -20.8% | -15.6% |
| 3M | -9.3% | +2.6% | -11.9% | -10.7% |
| 6M | -22.2% | +5.2% | -27.3% | -24.6% |
| YTD | +44.2% | +7.5% | +36.6% | +37.8% |
| 1Y | +35.5% | +3.2% | +32.4% | +31.6% |
| 3Y | +250.4% | +29.5% | +220.9% | +201.1% |
| 5Y | +425.6% | +39.7% | +386.0% | +333.3% |
| 10Y | +1,874.2% | +200.1% | +1,674.2% | +1,047.1% |
| All | +8,168.1% | +1,685.6% | +6,482.5% | +4,695.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling