+222.1%
PWR vs PL
+455.3%
-233.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +10.4% | -4.1% | +4.7% |
| 7D | -12.9% | -6.8% | -6.0% | -11.8% |
| 30D | -22.8% | -29.3% | +6.4% | -18.8% |
| 3M | -19.0% | -44.8% | +25.8% | -12.0% |
| 6M | -31.1% | -68.4% | +37.3% | -20.5% |
| YTD | +28.2% | -36.4% | +64.6% | +32.6% |
| 1Y | +22.2% | +0.7% | +21.5% | +17.8% |
| 3Y | +222.1% | +455.3% | -233.2% | +126.5% |
| All | +222.1% | +455.3% | -233.2% | +126.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling