+1,599.6%
PWR vs FND
+57.9%
+1,541.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.1% |
| 7D | +11.3% | -6.8% | +18.1% | +13.3% |
| 30D | -8.9% | +8.0% | -16.8% | -11.4% |
| 3M | -10.5% | -18.9% | +8.4% | -6.5% |
| 6M | -22.2% | +4.7% | -26.9% | -25.2% |
| YTD | +42.7% | -21.6% | +64.3% | +46.4% |
| 1Y | +41.1% | -22.0% | +63.1% | +44.7% |
| 3Y | +242.7% | -40.4% | +283.2% | +262.7% |
| 5Y | +418.5% | -63.8% | +482.3% | +503.1% |
| All | +1,599.6% | +57.9% | +1,541.7% | +1,170.0% |
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 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