+67.1%
PWR vs HIG
+5.5%
+61.6%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.5% | +5.0% |
| 7D | +4.2% | -1.5% | +5.6% | +3.6% |
| 30D | -4.0% | -0.4% | -3.7% | -4.1% |
| 3M | -4.8% | +6.7% | -11.4% | -3.9% |
| 6M | +14.6% | +2.0% | +12.7% | +15.7% |
| YTD | +54.2% | +0.3% | +54.0% | +56.2% |
| 1Y | +67.1% | +4.2% | +62.9% | +74.1% |
| All | +67.1% | +5.5% | +61.6% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling