+411.1%
PWR vs IBN
+73.5%
+337.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | +11.3% | +1.9% | +9.4% | +10.6% |
| 30D | -8.9% | +22.1% | -31.0% | -15.7% |
| 3M | -10.5% | +17.1% | -27.6% | -16.0% |
| 6M | -22.2% | +35.5% | -57.7% | -31.2% |
| YTD | +42.7% | +16.8% | +25.9% | +33.3% |
| 1Y | +41.1% | +12.4% | +28.7% | +33.9% |
| 3Y | +242.7% | +58.0% | +184.7% | +165.6% |
| All | +411.1% | +73.5% | +337.6% | +268.8% |
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