+1,874.2%
PWR vs HDB
+64.3%
+1,809.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.2% |
| 7D | +4.7% | +6.9% | -2.2% | +2.4% |
| 30D | -12.5% | +15.2% | -27.7% | -16.9% |
| 3M | -9.3% | +11.7% | -21.0% | -13.1% |
| 6M | -22.2% | +7.5% | -29.7% | -24.9% |
| YTD | +44.2% | -28.8% | +72.9% | +59.7% |
| 1Y | +35.5% | -29.1% | +64.6% | +50.4% |
| 3Y | +250.4% | -7.0% | +257.5% | +242.8% |
| 5Y | +425.6% | -22.1% | +447.7% | +439.3% |
| 10Y | +1,874.2% | +64.9% | +1,809.3% | +1,325.5% |
| All | +1,874.2% | +64.3% | +1,809.9% | +1,325.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling