+32.4%
PWR vs IR
+11.7%
+20.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -0.4% | -11.2% | -11.5% |
| 7D | -4.4% | +11.6% | -15.9% | -8.4% |
| 30D | -15.1% | +7.2% | -22.2% | -17.3% |
| 3M | -16.2% | -5.9% | -10.4% | -14.6% |
| 6M | -23.3% | +11.5% | -34.8% | -27.1% |
| YTD | +37.6% | +6.3% | +31.3% | +30.5% |
| 1Y | +32.4% | +9.1% | +23.3% | +25.3% |
| All | +32.4% | +11.7% | +20.7% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 1y: compounded portfolio wealth divided by compounded IR 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…
1y analysis · Full analysis span regression · 6 months rolling