+469.4%
PWR vs JAAA
+26.5%
+442.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.1% | +5.0% |
| 7D | +4.2% | +0.1% | +4.1% | +4.1% |
| 30D | -4.0% | +0.5% | -4.6% | -4.8% |
| 3M | -4.8% | +1.3% | -6.0% | -6.5% |
| 6M | +14.6% | +2.8% | +11.9% | +10.2% |
| YTD | +54.2% | +3.3% | +51.0% | +47.4% |
| 1Y | +67.1% | +4.9% | +62.2% | +56.6% |
| 3Y | +218.5% | +19.0% | +199.5% | +193.9% |
| All | +469.4% | +26.5% | +442.9% | +416.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 5y: compounded portfolio wealth divided by compounded JAAA 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…
5y analysis · Full analysis span regression · 6 months rolling