+438.6%
PWR vs GH
+21.3%
+417.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.0% |
| 7D | -0.2% | -1.2% | +1.0% | 0.0% |
| 30D | -7.7% | -3.7% | -4.1% | -7.3% |
| 3M | -4.9% | +21.7% | -26.6% | -7.9% |
| 6M | +9.7% | +75.7% | -66.0% | 0.0% |
| YTD | +46.7% | +55.7% | -9.0% | +35.7% |
| 1Y | +58.7% | +181.1% | -122.4% | +33.5% |
| 3Y | +200.7% | +371.6% | -170.9% | +124.7% |
| 5Y | +438.6% | +23.2% | +415.4% | +336.0% |
| All | +438.6% | +21.3% | +417.3% | +336.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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