+250.0%
PWR vs PL
+544.4%
-294.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +14.5% | -5.2% | +7.0% |
| 7D | -4.8% | +10.9% | -15.7% | -6.1% |
| 30D | -16.2% | -16.4% | +0.1% | -14.1% |
| 3M | -11.9% | -39.9% | +28.0% | -5.7% |
| 6M | -20.6% | -63.2% | +42.6% | -10.3% |
| YTD | +40.3% | -27.1% | +67.4% | +42.0% |
| 1Y | +33.0% | +12.2% | +20.8% | +26.0% |
| 3Y | +250.0% | +584.3% | -334.3% | +139.5% |
| All | +250.0% | +544.4% | -294.4% | +139.5% |
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