+1,874.2%
PWR vs IP
+22.3%
+1,852.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.3% | +5.6% | +4.8% |
| 7D | +4.7% | -2.8% | +7.5% | +6.1% |
| 30D | -12.5% | +9.2% | -21.7% | -15.5% |
| 3M | -9.3% | -16.1% | +6.8% | -3.6% |
| 6M | -22.2% | +9.6% | -31.7% | -26.5% |
| YTD | +44.2% | -8.8% | +52.9% | +42.8% |
| 1Y | +35.5% | -5.5% | +41.0% | +31.8% |
| 3Y | +250.4% | +19.6% | +230.8% | +177.3% |
| 5Y | +425.6% | -13.5% | +439.1% | +386.4% |
| 10Y | +1,874.2% | +22.4% | +1,851.8% | +1,303.4% |
| All | +1,874.2% | +22.3% | +1,852.0% | +1,303.4% |
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