+2,328.7%
PWR vs IP
+23.2%
+2,305.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | -0.1% |
| 7D | +3.6% | -5.3% | +8.9% | +5.7% |
| 30D | -8.6% | -10.9% | +2.3% | -4.7% |
| 3M | -13.2% | +11.2% | -24.3% | -17.9% |
| 6M | +9.9% | -10.2% | +20.1% | +11.7% |
| YTD | +48.0% | -2.0% | +50.0% | +43.1% |
| 1Y | +66.2% | -19.1% | +85.3% | +73.2% |
| 3Y | +195.1% | +20.9% | +174.3% | +135.4% |
| 5Y | +442.6% | -17.8% | +460.4% | +424.9% |
| All | +2,328.7% | +23.2% | +2,305.5% | +1,563.3% |
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