+2,340.8%
PWR vs PR
+152.6%
+2,188.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.9% | +4.3% | +6.0% |
| 7D | -12.9% | -16.4% | +3.5% | -11.0% |
| 30D | -22.8% | -1.9% | -21.0% | -22.6% |
| 3M | -19.0% | +8.0% | -27.0% | -19.8% |
| 6M | -31.1% | +4.1% | -35.2% | -31.6% |
| YTD | +28.2% | +58.7% | -30.5% | +21.0% |
| 1Y | +22.2% | +75.8% | -53.6% | +13.8% |
| 3Y | +222.1% | +73.2% | +149.0% | +198.3% |
| 5Y | +364.1% | +230.1% | +133.9% | +294.0% |
| 10Y | +1,864.5% | +67.4% | +1,797.1% | +1,711.6% |
| All | +2,340.8% | +152.6% | +2,188.3% | +2,189.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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