+1,646.5%
PWR vs FND
+54.9%
+1,591.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.9% |
| 7D | -0.2% | -5.1% | +4.9% | +1.1% |
| 30D | -7.7% | -22.5% | +14.8% | -1.6% |
| 3M | -4.9% | -5.0% | +0.1% | -5.0% |
| 6M | +9.7% | -21.5% | +31.3% | +14.4% |
| YTD | +46.7% | -23.0% | +69.7% | +52.5% |
| 1Y | +58.7% | -44.9% | +103.6% | +80.5% |
| 3Y | +200.7% | -50.0% | +250.7% | +237.6% |
| 5Y | +438.6% | -63.3% | +501.9% | +527.4% |
| All | +1,646.5% | +54.9% | +1,591.5% | +1,223.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling