+1,874.2%
PWR vs FN
+850.1%
+1,024.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.9% | -1.6% | +2.3% |
| 7D | +4.7% | +8.0% | -3.3% | +2.2% |
| 30D | -12.5% | -19.1% | +6.6% | -6.7% |
| 3M | -9.3% | -29.8% | +20.5% | 0.0% |
| 6M | -22.2% | -43.2% | +21.0% | -9.9% |
| YTD | +44.2% | -18.9% | +63.1% | +46.2% |
| 1Y | +35.5% | -17.9% | +53.4% | +36.4% |
| 3Y | +250.4% | +120.1% | +130.3% | +147.0% |
| 5Y | +425.6% | +206.7% | +218.9% | +220.6% |
| 10Y | +1,874.2% | +804.7% | +1,069.6% | +768.6% |
| All | +1,874.2% | +850.1% | +1,024.2% | +768.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling