+8,390.6%
PWR vs GD
+2,824.6%
+5,566.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +1.7% |
| 7D | +3.6% | -5.3% | +8.9% | +6.7% |
| 30D | -8.6% | -6.4% | -2.1% | -5.3% |
| 3M | -13.2% | +5.7% | -18.9% | -16.2% |
| 6M | +9.9% | -0.9% | +10.8% | +9.4% |
| YTD | +48.0% | +8.2% | +39.9% | +39.9% |
| 1Y | +66.2% | +13.4% | +52.7% | +53.1% |
| 3Y | +195.1% | +68.5% | +126.6% | +113.8% |
| 5Y | +442.6% | +97.2% | +345.4% | +259.0% |
| 10Y | +2,334.2% | +190.2% | +2,144.0% | +1,194.4% |
| All | +8,390.6% | +2,824.6% | +5,566.0% | +1,847.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling