+8,168.1%
PWR vs GEN
+2,785.1%
+5,383.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.1% | +2.2% | +3.7% |
| 7D | +4.7% | -0.8% | +5.6% | +5.0% |
| 30D | -12.5% | +31.2% | -43.7% | -19.0% |
| 3M | -9.3% | +6.1% | -15.4% | -12.1% |
| 6M | -22.2% | +38.1% | -60.3% | -30.5% |
| YTD | +44.2% | +14.4% | +29.8% | +33.8% |
| 1Y | +35.5% | +15.1% | +20.4% | +25.5% |
| 3Y | +250.4% | +68.5% | +181.9% | +187.6% |
| 5Y | +425.6% | +35.8% | +389.8% | +348.1% |
| 10Y | +1,874.2% | +155.4% | +1,718.9% | +1,208.9% |
| All | +8,168.1% | +2,785.1% | +5,383.0% | +2,659.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling