+2,052.6%
PWR vs P
+469.1%
+1,583.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.5% | +2.7% | +5.3% |
| 7D | -12.9% | -23.8% | +10.9% | -6.4% |
| 30D | -22.8% | -36.6% | +13.8% | -13.3% |
| 3M | -19.0% | +10.9% | -29.9% | -21.8% |
| 6M | -31.1% | +30.0% | -61.1% | -36.9% |
| YTD | +28.3% | +44.4% | -16.1% | +13.6% |
| 1Y | +22.2% | +3.9% | +18.3% | +15.6% |
| 3Y | +222.2% | +176.6% | +45.6% | +127.7% |
| 5Y | +364.2% | +249.3% | +114.9% | +202.6% |
| 10Y | +1,864.8% | +726.9% | +1,137.9% | +914.8% |
| All | +2,052.6% | +469.1% | +1,583.5% | +1,037.6% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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