+41.1%
PWR vs GPC
-0.7%
+41.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.7% |
| 7D | +11.3% | +0.4% | +10.9% | +11.3% |
| 30D | -8.9% | -6.3% | -2.6% | -9.2% |
| 3M | -10.5% | -8.2% | -2.3% | -10.9% |
| 6M | -22.2% | +27.1% | -49.3% | -25.2% |
| YTD | +42.7% | +3.1% | +39.6% | +35.8% |
| 1Y | +41.1% | +0.1% | +41.1% | +35.7% |
| All | +41.1% | -0.7% | +41.9% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 1y: compounded portfolio wealth divided by compounded GPC 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…
1y analysis · Full analysis span regression · 6 months rolling