+2,425.3%
PWR vs GEN
+150.6%
+2,274.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | +2.7% | -2.9% | +5.6% | +3.2% |
| 30D | -5.1% | +2.1% | -7.2% | -5.7% |
| 3M | -9.4% | +19.7% | -29.1% | -13.1% |
| 6M | +10.4% | +33.3% | -22.9% | +2.5% |
| YTD | +48.6% | +11.1% | +37.5% | +43.4% |
| 1Y | +68.0% | +3.0% | +65.0% | +64.8% |
| 3Y | +204.7% | +57.9% | +146.9% | +167.1% |
| 5Y | +451.9% | +20.6% | +431.3% | +404.8% |
| 10Y | +2,425.3% | +153.2% | +2,272.1% | +1,739.1% |
| All | +2,425.3% | +150.6% | +2,274.8% | +1,739.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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