+212.8%
PWR vs IBN
+28.0%
+184.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.9% | +3.0% |
| 7D | +4.5% | -2.2% | +6.7% | +5.1% |
| 30D | -4.9% | -2.3% | -2.6% | -4.4% |
| 3M | -7.9% | +15.9% | -23.7% | -11.5% |
| 6M | +18.3% | +5.6% | +12.7% | +16.1% |
| YTD | +51.5% | -0.1% | +51.6% | +50.3% |
| 1Y | +70.3% | -6.5% | +76.9% | +71.3% |
| All | +212.8% | +28.0% | +184.8% | +187.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling