+41.1%
PWR vs IR
+10.2%
+30.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | +11.3% | +2.5% | +8.8% | +10.1% |
| 30D | -8.9% | +9.2% | -18.0% | -11.7% |
| 3M | -10.5% | +0.9% | -11.5% | -11.0% |
| 6M | -22.2% | +19.2% | -41.4% | -27.6% |
| YTD | +42.7% | +7.5% | +35.3% | +36.6% |
| 1Y | +41.1% | +11.7% | +29.4% | +33.2% |
| All | +41.1% | +10.2% | +30.9% | +33.2% |
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