+354.9%
PWR vs IP
-12.0%
+366.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.8% | +5.4% | +6.1% |
| 7D | -12.9% | -5.1% | -7.8% | -12.0% |
| 30D | -22.8% | +8.5% | -31.4% | -24.1% |
| 3M | -19.0% | -13.8% | -5.2% | -16.8% |
| 6M | -31.1% | +5.7% | -36.8% | -32.7% |
| YTD | +28.2% | -9.1% | +37.4% | +28.1% |
| 1Y | +22.2% | -0.8% | +23.0% | +18.9% |
| 3Y | +222.1% | +14.8% | +207.3% | +180.5% |
| All | +354.9% | -12.0% | +366.9% | +340.9% |
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