+456.7%
PWR vs HDB
-37.8%
+494.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.0% | +5.4% | +3.2% |
| 7D | +4.5% | -2.0% | +6.6% | +5.1% |
| 30D | -4.9% | -4.9% | 0.0% | -3.7% |
| 3M | -7.9% | -2.3% | -5.6% | -8.1% |
| 6M | +18.3% | -23.7% | +42.1% | +26.8% |
| YTD | +51.5% | -38.5% | +90.0% | +73.0% |
| 1Y | +70.3% | -36.5% | +106.8% | +92.0% |
| 3Y | +210.6% | -28.5% | +239.1% | +229.3% |
| 5Y | +456.7% | -37.4% | +494.0% | +493.9% |
| All | +456.7% | -37.8% | +494.4% | +493.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling