+2,521.4%
PWR vs IBN
+324.2%
+2,197.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.9% | +3.3% | +4.5% |
| 7D | +4.2% | -3.0% | +7.2% | +5.3% |
| 30D | -4.0% | -1.5% | -2.5% | -3.7% |
| 3M | -4.8% | +7.9% | -12.7% | -7.4% |
| 6M | +14.6% | +8.6% | +6.0% | +11.1% |
| YTD | +54.2% | -0.6% | +54.8% | +53.6% |
| 1Y | +67.1% | -7.3% | +74.4% | +69.9% |
| 3Y | +218.5% | +26.2% | +192.2% | +187.3% |
| 5Y | +466.3% | +57.8% | +408.4% | +369.6% |
| All | +2,521.4% | +324.2% | +2,197.2% | +1,526.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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