+2,387.9%
PWR vs HDB
+4,256.0%
-1,868.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.7% | +6.7% | +8.3% |
| 7D | -4.8% | +13.7% | -18.5% | -10.0% |
| 30D | -16.2% | +15.8% | -32.1% | -21.5% |
| 3M | -11.9% | +9.2% | -21.2% | -15.7% |
| 6M | -20.6% | +3.2% | -23.7% | -22.8% |
| YTD | +40.3% | -29.4% | +69.6% | +58.3% |
| 1Y | +33.0% | -27.9% | +60.9% | +48.8% |
| 3Y | +250.0% | -5.9% | +255.9% | +240.3% |
| 5Y | +404.2% | -23.5% | +427.7% | +423.8% |
| 10Y | +1,865.8% | +61.3% | +1,804.5% | +1,273.6% |
| All | +2,387.9% | +4,256.0% | -1,868.1% | +269.0% |
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