+438.6%
PWR vs INDA
+4.5%
+434.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.2% | -0.5% |
| 7D | -0.2% | -3.6% | +3.4% | +2.3% |
| 30D | -7.7% | -4.0% | -3.8% | -5.3% |
| 3M | -4.9% | +1.7% | -6.6% | -6.1% |
| 6M | +9.7% | -3.6% | +13.4% | +12.2% |
| YTD | +46.7% | -11.0% | +57.7% | +58.0% |
| 1Y | +58.7% | -9.5% | +68.2% | +68.6% |
| 3Y | +200.7% | +7.6% | +193.1% | +177.8% |
| 5Y | +438.6% | +4.8% | +433.8% | +390.6% |
| All | +438.6% | +4.5% | +434.1% | +390.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling