+521.5%
PWR vs PL
+40.9%
+480.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.6% |
| 7D | +11.3% | +10.0% | +1.3% | +9.7% |
| 30D | -8.9% | -2.3% | -6.6% | -8.5% |
| 3M | -10.5% | -44.2% | +33.7% | -3.1% |
| 6M | -22.2% | -66.1% | +43.9% | -11.1% |
| YTD | +42.7% | -30.0% | +72.7% | +45.2% |
| 1Y | +41.1% | +21.0% | +20.1% | +32.2% |
| 3Y | +242.7% | +516.5% | -273.8% | +135.8% |
| 5Y | +418.5% | +32.0% | +386.5% | +293.2% |
| All | +521.5% | +40.9% | +480.5% | +362.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling