+66.2%
PWR vs FND
-36.4%
+102.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.6% |
| 7D | +3.6% | -5.2% | +8.8% | +3.8% |
| 30D | -8.6% | -19.9% | +11.3% | -7.7% |
| 3M | -13.2% | +2.7% | -15.9% | -13.8% |
| 6M | +9.9% | -21.7% | +31.6% | +11.4% |
| YTD | +48.0% | -17.5% | +65.5% | +47.9% |
| 1Y | +66.2% | -39.3% | +105.5% | +64.0% |
| All | +66.2% | -36.4% | +102.5% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling