+206.9%
PWR vs FND
-50.0%
+256.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | +2.7% | -0.8% | +3.4% | +2.7% |
| 30D | -5.1% | -19.6% | +14.5% | -1.4% |
| 3M | -9.4% | -4.3% | -5.0% | -9.7% |
| 6M | +10.4% | -20.4% | +30.9% | +13.9% |
| YTD | +48.6% | -21.9% | +70.5% | +52.6% |
| 1Y | +68.0% | -45.2% | +113.2% | +88.2% |
| All | +206.9% | -50.0% | +256.9% | +232.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling