+222.1%
PWR vs FGI
+1.5%
+220.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.0% | +6.3% |
| 7D | -12.9% | -7.0% | -5.9% | -12.9% |
| 30D | -22.8% | -4.2% | -18.6% | -22.8% |
| 3M | -19.0% | +55.6% | -74.6% | -19.0% |
| 6M | -31.1% | -3.2% | -27.9% | -31.0% |
| YTD | +28.2% | +29.1% | -0.9% | +28.0% |
| 1Y | +22.2% | +51.0% | -28.8% | +22.5% |
| 3Y | +222.1% | +1.5% | +220.6% | +233.6% |
| All | +222.1% | +1.5% | +220.6% | +233.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling