+8,390.6%
PWR vs IT
+393.0%
+7,997.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.6% | +5.3% | +2.1% |
| 7D | +3.6% | -6.0% | +9.6% | +5.5% |
| 30D | -8.6% | 0.0% | -8.6% | -9.1% |
| 3M | -13.2% | +13.1% | -26.2% | -19.3% |
| 6M | +9.9% | +11.7% | -1.8% | +0.4% |
| YTD | +48.0% | -26.1% | +74.1% | +52.4% |
| 1Y | +66.2% | -21.3% | +87.4% | +65.9% |
| 3Y | +195.1% | -46.7% | +241.9% | +226.9% |
| 5Y | +442.6% | -40.5% | +483.1% | +474.1% |
| 10Y | +2,334.2% | +103.9% | +2,230.3% | +1,533.1% |
| All | +8,390.6% | +393.0% | +7,997.6% | +2,743.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling