+8,390.6%
PWR vs GEN
+2,786.5%
+5,604.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.3% |
| 7D | +3.6% | -1.2% | +4.8% | +3.9% |
| 30D | -8.6% | +10.1% | -18.7% | -11.2% |
| 3M | -13.2% | +16.1% | -29.2% | -17.3% |
| 6M | +9.9% | +38.9% | -29.0% | -1.6% |
| YTD | +48.0% | +14.4% | +33.6% | +39.1% |
| 1Y | +66.2% | +5.9% | +60.3% | +59.3% |
| 3Y | +195.1% | +58.8% | +136.3% | +148.9% |
| 5Y | +442.6% | +24.7% | +417.9% | +379.6% |
| 10Y | +2,334.2% | +163.1% | +2,171.2% | +1,518.7% |
| All | +8,390.6% | +2,786.5% | +5,604.1% | +2,769.3% |
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