+1,492.0%
PWR vs IBN
+1,532.9%
-40.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.9% |
| 7D | +3.6% | +1.4% | +2.2% | +3.2% |
| 30D | -8.6% | -0.3% | -8.2% | -8.6% |
| 3M | -13.2% | +17.1% | -30.3% | -17.3% |
| 6M | +9.9% | +3.4% | +6.5% | +8.5% |
| YTD | +48.0% | +2.5% | +45.5% | +46.2% |
| 1Y | +66.2% | -4.2% | +70.3% | +67.0% |
| 3Y | +195.1% | +32.4% | +162.7% | +166.7% |
| 5Y | +442.6% | +59.2% | +383.4% | +361.5% |
| 10Y | +2,334.2% | +345.7% | +1,988.6% | +1,331.7% |
| All | +1,492.0% | +1,532.9% | -40.9% | +454.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling