+32.4%
PWR vs RBA
-2.0%
+34.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +2.1% | -13.7% | -11.6% |
| 7D | -4.4% | +12.7% | -17.0% | -4.3% |
| 30D | -15.1% | +15.5% | -30.6% | -14.9% |
| 3M | -16.2% | -14.0% | -2.2% | -15.5% |
| 6M | -23.3% | -8.8% | -14.5% | -23.6% |
| YTD | +37.6% | -6.9% | +44.5% | +32.0% |
| 1Y | +32.4% | -3.0% | +35.4% | +25.8% |
| All | +32.4% | -2.0% | +34.4% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling