+2,526.0%
PWR vs HDB
+3,812.1%
-1,286.2%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | +3.6% | +0.4% | +3.2% | +3.4% |
| 30D | -8.6% | -2.8% | -5.8% | -7.7% |
| 3M | -13.2% | -3.5% | -9.6% | -12.6% |
| 6M | +9.9% | -24.7% | +34.6% | +21.8% |
| YTD | +48.0% | -36.6% | +84.6% | +75.6% |
| 1Y | +66.2% | -34.4% | +100.5% | +93.7% |
| 3Y | +195.1% | -24.4% | +219.5% | +216.0% |
| 5Y | +442.6% | -35.4% | +477.9% | +507.1% |
| 10Y | +2,334.2% | +39.5% | +2,294.7% | +1,716.0% |
| All | +2,526.0% | +3,812.1% | -1,286.2% | +309.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling