+438.6%
PWR vs LNG
+229.3%
+209.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.5% |
| 7D | -0.2% | -4.5% | +4.3% | +0.8% |
| 30D | -7.7% | +4.7% | -12.4% | -9.0% |
| 3M | -4.9% | +15.1% | -20.1% | -8.9% |
| 6M | +9.7% | +13.6% | -3.8% | +4.7% |
| YTD | +46.7% | +44.0% | +2.7% | +30.0% |
| 1Y | +58.7% | +18.4% | +40.3% | +49.1% |
| 3Y | +200.7% | +75.9% | +124.9% | +149.2% |
| 5Y | +438.6% | +231.7% | +206.9% | +280.2% |
| All | +438.6% | +229.3% | +209.3% | +280.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 LNG 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