+2,663.9%
PWR vs FTV
+90.8%
+2,573.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.3% |
| 7D | +3.6% | -4.5% | +8.1% | +6.5% |
| 30D | -8.6% | -7.1% | -1.5% | -4.5% |
| 3M | -13.2% | -7.2% | -6.0% | -9.9% |
| 6M | +9.9% | -1.5% | +11.4% | +9.0% |
| YTD | +48.0% | +3.5% | +44.6% | +39.4% |
| 1Y | +66.2% | +20.3% | +45.8% | +40.6% |
| 3Y | +195.1% | -3.1% | +198.2% | +184.9% |
| 5Y | +442.6% | +2.3% | +440.2% | +396.9% |
| 10Y | +2,334.2% | +76.3% | +2,257.9% | +1,434.3% |
| All | +2,663.9% | +90.8% | +2,573.1% | +1,614.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling