+446.0%
PWR vs PL
+82.7%
+363.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.9% |
| 7D | +3.6% | -9.3% | +12.9% | +4.9% |
| 30D | -8.6% | -18.9% | +10.3% | -6.0% |
| 3M | -13.2% | -58.4% | +45.2% | -3.4% |
| 6M | +9.9% | -30.3% | +40.2% | +12.4% |
| YTD | +48.0% | -8.1% | +56.1% | +45.1% |
| 1Y | +66.2% | +180.5% | -114.3% | +36.5% |
| 3Y | +195.1% | +444.1% | -249.0% | +104.7% |
| All | +446.0% | +82.7% | +363.4% | +274.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling