+8,390.6%
PWR vs EXC
+1,608.5%
+6,782.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.1% |
| 7D | +3.6% | +0.3% | +3.3% | +3.5% |
| 30D | -8.6% | -3.7% | -4.9% | -7.2% |
| 3M | -13.2% | -1.3% | -11.9% | -13.2% |
| 6M | +9.9% | -9.7% | +19.6% | +13.4% |
| YTD | +48.0% | +2.9% | +45.1% | +44.6% |
| 1Y | +66.2% | +4.4% | +61.8% | +60.9% |
| 3Y | +195.1% | +22.2% | +172.9% | +160.8% |
| 5Y | +442.6% | +46.7% | +395.8% | +338.8% |
| 10Y | +2,334.2% | +155.3% | +2,178.9% | +1,411.1% |
| All | +8,390.6% | +1,608.5% | +6,782.1% | +4,933.0% |
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