+2,393.1%
PWR vs HDB
+32.9%
+2,360.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.9% |
| 7D | -0.2% | -6.2% | +6.0% | +1.9% |
| 30D | -7.7% | -6.2% | -1.5% | -5.9% |
| 3M | -4.9% | -5.9% | +0.9% | -3.8% |
| 6M | +9.7% | -25.9% | +35.6% | +20.3% |
| YTD | +46.7% | -40.2% | +86.9% | +73.1% |
| 1Y | +58.7% | -38.0% | +96.7% | +84.3% |
| 3Y | +200.7% | -30.5% | +231.2% | +227.5% |
| 5Y | +438.6% | -38.1% | +476.7% | +500.4% |
| All | +2,393.1% | +32.9% | +2,360.2% | +1,865.2% |
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