+2,521.4%
PWR vs INDA
+84.7%
+2,436.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.2% | +4.5% |
| 7D | +4.2% | -2.7% | +6.9% | +6.0% |
| 30D | -4.0% | -2.8% | -1.3% | -2.4% |
| 3M | -4.8% | +1.6% | -6.4% | -5.8% |
| 6M | +14.6% | -1.4% | +16.1% | +15.4% |
| YTD | +54.2% | -10.1% | +64.4% | +64.2% |
| 1Y | +67.1% | -8.8% | +75.9% | +75.9% |
| 3Y | +218.5% | +7.6% | +210.8% | +201.2% |
| 5Y | +466.3% | +5.8% | +460.5% | +438.7% |
| All | +2,521.4% | +84.7% | +2,436.7% | +1,635.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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