+3,255.1%
PWR vs HBM
+613.3%
+2,641.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.9% |
| 7D | +3.6% | -6.4% | +10.0% | +5.1% |
| 30D | -8.6% | +5.9% | -14.5% | -10.1% |
| 3M | -13.2% | -8.9% | -4.3% | -12.1% |
| 6M | +9.9% | +10.7% | -0.8% | +5.3% |
| YTD | +48.0% | +38.3% | +9.8% | +33.7% |
| 1Y | +66.2% | +121.3% | -55.2% | +34.2% |
| 3Y | +195.1% | +450.6% | -255.5% | +86.4% |
| 5Y | +442.6% | +338.0% | +104.6% | +240.1% |
| 10Y | +2,334.2% | +578.6% | +1,755.6% | +1,046.8% |
| All | +3,255.1% | +613.3% | +2,641.7% | +982.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling