+2,755.6%
PWR vs INDA
+115.1%
+2,640.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +3.6% | +0.7% | +2.9% | +3.2% |
| 30D | -8.6% | -0.8% | -7.8% | -8.2% |
| 3M | -13.2% | +3.9% | -17.1% | -15.0% |
| 6M | +9.9% | -0.7% | +10.6% | +10.2% |
| YTD | +48.0% | -7.7% | +55.7% | +53.9% |
| 1Y | +66.2% | -5.1% | +71.3% | +70.1% |
| 3Y | +195.1% | +13.6% | +181.5% | +174.1% |
| 5Y | +442.6% | +7.8% | +434.8% | +416.7% |
| 10Y | +2,334.2% | +84.6% | +2,249.6% | +1,618.2% |
| All | +2,755.6% | +115.1% | +2,640.4% | +1,759.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling