+210.6%
PWR vs IT
-51.4%
+262.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -7.4% | +9.8% | +2.2% |
| 7D | +4.5% | -9.1% | +13.7% | +4.3% |
| 30D | -4.9% | -7.0% | +2.1% | -5.0% |
| 3M | -7.9% | +7.6% | -15.5% | -7.2% |
| 6M | +18.3% | +2.1% | +16.2% | +19.7% |
| YTD | +51.5% | -31.6% | +83.1% | +63.4% |
| 1Y | +70.3% | -29.9% | +100.2% | +81.7% |
| 3Y | +210.6% | -51.3% | +261.9% | +309.7% |
| All | +210.6% | -51.4% | +262.0% | +309.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 3y: compounded portfolio wealth divided by compounded IT 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…
3y analysis · Full analysis span regression · 6 months rolling