+32.4%
PWR vs HBM
+47.3%
-14.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +3.6% | -15.3% | -12.6% |
| 7D | -4.4% | -5.8% | +1.5% | -3.0% |
| 30D | -15.1% | -18.5% | +3.4% | -10.7% |
| 3M | -16.2% | -10.3% | -6.0% | -14.6% |
| 6M | -23.3% | +2.1% | -25.5% | -25.0% |
| YTD | +37.6% | +12.0% | +25.6% | +27.1% |
| 1Y | +32.4% | +49.8% | -17.4% | +8.0% |
| All | +32.4% | +47.3% | -14.9% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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