+1,865.8%
PWR vs IP
+31.6%
+1,834.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.9% | +6.5% | +8.2% |
| 7D | -4.8% | -3.0% | -1.8% | -3.6% |
| 30D | -16.2% | +10.6% | -26.8% | -19.4% |
| 3M | -11.9% | -13.6% | +1.6% | -7.4% |
| 6M | -20.6% | +10.4% | -31.0% | -25.2% |
| YTD | +40.3% | -6.5% | +46.7% | +37.6% |
| 1Y | +33.0% | -2.1% | +35.1% | +27.6% |
| 3Y | +250.0% | +22.0% | +228.0% | +175.2% |
| 5Y | +404.2% | -9.7% | +413.9% | +357.4% |
| 10Y | +1,865.8% | +26.8% | +1,839.0% | +1,266.5% |
| All | +1,865.8% | +31.6% | +1,834.2% | +1,266.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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