+7,944.2%
PWR vs EXC
+1,687.2%
+6,257.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.1% | +9.3% | +9.3% |
| 7D | -4.8% | -1.7% | -3.1% | -4.4% |
| 30D | -16.2% | +9.3% | -25.5% | -19.5% |
| 3M | -11.9% | +1.0% | -13.0% | -12.7% |
| 6M | -20.6% | +5.9% | -26.5% | -23.2% |
| YTD | +40.3% | +7.6% | +32.6% | +34.0% |
| 1Y | +33.0% | +2.4% | +30.6% | +29.5% |
| 3Y | +250.0% | +30.2% | +219.7% | +200.0% |
| 5Y | +404.2% | +41.4% | +362.8% | +313.5% |
| 10Y | +1,865.8% | +183.8% | +1,682.1% | +1,067.2% |
| All | +7,944.2% | +1,687.2% | +6,257.0% | +4,563.4% |
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