+411.1%
PWR vs IP
-13.5%
+424.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.0% |
| 7D | +11.3% | -0.3% | +11.6% | +11.4% |
| 30D | -8.9% | +7.9% | -16.8% | -10.2% |
| 3M | -10.5% | -15.3% | +4.8% | -7.7% |
| 6M | -22.2% | +10.5% | -32.7% | -24.6% |
| YTD | +42.7% | -9.4% | +52.1% | +42.7% |
| 1Y | +41.1% | -4.6% | +45.7% | +38.9% |
| 3Y | +242.7% | +21.2% | +221.5% | +191.2% |
| All | +411.1% | -13.5% | +424.6% | +401.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling