+250.0%
PWR vs GEN
+63.2%
+186.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | 0.0% | +9.3% | +9.4% |
| 7D | -4.8% | -0.3% | -4.5% | -4.8% |
| 30D | -16.2% | +28.2% | -44.4% | -17.1% |
| 3M | -11.9% | +2.6% | -14.6% | -12.3% |
| 6M | -20.6% | +32.7% | -53.3% | -23.6% |
| YTD | +40.3% | +11.3% | +29.0% | +40.5% |
| 1Y | +33.0% | +17.9% | +15.1% | +30.9% |
| 3Y | +250.0% | +66.3% | +183.7% | +214.1% |
| All | +250.0% | +63.2% | +186.8% | +214.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling