+200.3%
PWR vs KMB
-5.6%
+205.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +0.4% |
| 7D | +3.6% | -3.0% | +6.6% | +3.0% |
| 30D | -8.6% | -5.5% | -3.1% | -9.5% |
| 3M | -13.2% | +14.0% | -27.1% | -12.0% |
| 6M | +9.9% | +4.1% | +5.8% | +10.2% |
| YTD | +48.0% | +8.0% | +40.0% | +49.3% |
| 1Y | +66.2% | -13.7% | +79.9% | +63.6% |
| All | +200.3% | -5.6% | +205.9% | +174.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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