+6,822.1%
PWR vs IP
+103.7%
+6,718.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -4.0% | -8.3% | -10.6% |
| 7D | -19.9% | -5.0% | -14.9% | -18.2% |
| 30D | -29.3% | +6.5% | -35.8% | -31.3% |
| 3M | -25.5% | -18.0% | -7.4% | -19.6% |
| 6M | -34.0% | +10.3% | -44.3% | -38.2% |
| YTD | +20.7% | -9.9% | +30.6% | +19.8% |
| 1Y | +12.3% | -1.1% | +13.4% | +6.7% |
| 3Y | +201.9% | +13.0% | +188.9% | +153.3% |
| 5Y | +336.8% | -12.3% | +349.0% | +303.8% |
| 10Y | +1,748.9% | +26.8% | +1,722.0% | +1,293.7% |
| All | +6,822.1% | +103.7% | +6,718.4% | +3,355.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling