+451.9%
PWR vs IBN
+54.0%
+397.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.2% |
| 7D | +2.7% | -5.1% | +7.8% | +4.7% |
| 30D | -5.1% | -3.5% | -1.6% | -4.0% |
| 3M | -9.4% | +11.3% | -20.7% | -13.4% |
| 6M | +10.4% | +4.4% | +6.0% | +8.0% |
| YTD | +48.6% | -1.8% | +50.4% | +48.5% |
| 1Y | +68.0% | -8.0% | +76.0% | +71.5% |
| 3Y | +204.7% | +27.1% | +177.7% | +161.6% |
| 5Y | +451.9% | +54.5% | +397.4% | +321.2% |
| All | +451.9% | +54.0% | +397.9% | +321.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling