+250.0%
PWR vs FN
+112.9%
+137.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +11.9% | -2.5% | +5.0% |
| 7D | -4.8% | +16.3% | -21.1% | -9.7% |
| 30D | -16.2% | -24.7% | +8.5% | -8.1% |
| 3M | -11.9% | -34.9% | +23.0% | +0.2% |
| 6M | -20.6% | -41.1% | +20.5% | -8.3% |
| YTD | +40.3% | -19.6% | +59.9% | +41.8% |
| 1Y | +33.0% | -18.5% | +51.5% | +33.3% |
| 3Y | +250.0% | +119.1% | +130.9% | +135.2% |
| All | +250.0% | +112.9% | +137.1% | +135.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling