+67.1%
PWR vs FTV
+14.7%
+52.4%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.8% | +5.2% |
| 7D | +4.2% | -4.0% | +8.1% | +4.1% |
| 30D | -4.0% | -11.0% | +7.0% | -4.4% |
| 3M | -4.8% | -8.4% | +3.6% | -4.7% |
| 6M | +14.6% | -2.6% | +17.2% | +14.6% |
| YTD | +54.2% | -0.6% | +54.9% | +54.3% |
| 1Y | +67.1% | +11.0% | +56.2% | +55.9% |
| All | +67.1% | +14.7% | +52.4% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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