+456.7%
PWR vs GEN
+22.3%
+434.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.7% | +5.1% | +2.8% |
| 7D | +4.5% | -0.7% | +5.2% | +4.6% |
| 30D | -4.9% | +2.6% | -7.5% | -5.5% |
| 3M | -7.9% | +15.8% | -23.7% | -10.7% |
| 6M | +18.3% | +33.1% | -14.8% | +10.3% |
| YTD | +51.5% | +11.3% | +40.2% | +47.6% |
| 1Y | +70.3% | +1.7% | +68.7% | +70.1% |
| 3Y | +210.6% | +58.1% | +152.5% | +169.0% |
| 5Y | +456.7% | +20.6% | +436.0% | +410.2% |
| All | +456.7% | +22.3% | +434.3% | +410.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling