+1,662.5%
PWR vs FND
+66.0%
+1,596.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.2% |
| 7D | +3.6% | -5.2% | +8.8% | +5.0% |
| 30D | -8.6% | -19.9% | +11.3% | -3.3% |
| 3M | -13.2% | +2.7% | -15.9% | -15.0% |
| 6M | +9.9% | -21.7% | +31.6% | +14.9% |
| YTD | +48.0% | -17.5% | +65.5% | +51.2% |
| 1Y | +66.2% | -39.3% | +105.5% | +84.0% |
| 3Y | +195.1% | -49.8% | +244.9% | +231.7% |
| 5Y | +442.6% | -60.1% | +502.6% | +518.1% |
| All | +1,662.5% | +66.0% | +1,596.5% | +1,212.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling