+1,865.8%
PWR vs GD
+185.2%
+1,680.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.3% | +7.1% | +7.9% |
| 7D | -4.8% | -3.0% | -1.7% | -2.4% |
| 30D | -16.2% | +9.3% | -25.5% | -20.6% |
| 3M | -11.9% | -7.2% | -4.7% | -7.6% |
| 6M | -20.6% | +5.5% | -26.0% | -23.8% |
| YTD | +40.3% | +9.5% | +30.8% | +30.1% |
| 1Y | +33.0% | +6.4% | +26.6% | +25.9% |
| 3Y | +250.0% | +59.8% | +190.1% | +144.2% |
| 5Y | +404.2% | +98.0% | +306.2% | +195.7% |
| 10Y | +1,865.8% | +177.4% | +1,688.5% | +847.0% |
| All | +1,865.8% | +185.2% | +1,680.7% | +847.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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