+2,935.3%
PWR vs PSX
+1,139.4%
+1,795.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +3.6% | +4.5% | -0.9% | +2.0% |
| 30D | -8.6% | +26.6% | -35.2% | -16.0% |
| 3M | -13.2% | +39.3% | -52.4% | -23.1% |
| 6M | +9.9% | +56.8% | -46.9% | -7.4% |
| YTD | +48.0% | +101.8% | -53.8% | +13.1% |
| 1Y | +66.2% | +99.6% | -33.4% | +26.9% |
| 3Y | +195.1% | +140.3% | +54.8% | +102.7% |
| 5Y | +442.6% | +339.3% | +103.2% | +180.0% |
| 10Y | +2,334.2% | +369.9% | +1,964.4% | +1,013.7% |
| All | +2,935.3% | +1,139.4% | +1,795.8% | +1,061.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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