+222.1%
PWR vs IP
+13.9%
+208.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.8% | +5.4% | +6.2% |
| 7D | -12.9% | -5.1% | -7.8% | -12.4% |
| 30D | -22.8% | +8.5% | -31.4% | -23.5% |
| 3M | -19.0% | -13.8% | -5.2% | -17.8% |
| 6M | -31.1% | +5.7% | -36.8% | -32.0% |
| YTD | +28.2% | -9.1% | +37.4% | +28.4% |
| 1Y | +22.2% | -0.8% | +23.0% | +20.3% |
| 3Y | +222.1% | +14.8% | +207.3% | +214.0% |
| All | +222.1% | +13.9% | +208.2% | +214.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling