+2,396.1%
PWR vs RBA
+182.6%
+2,213.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.0% | +4.3% | +3.0% |
| 7D | +4.5% | -1.1% | +5.6% | +4.9% |
| 30D | -4.9% | -13.2% | +8.3% | -0.3% |
| 3M | -7.9% | -21.4% | +13.5% | -1.1% |
| 6M | +18.3% | -20.9% | +39.2% | +26.5% |
| YTD | +51.5% | -19.9% | +71.4% | +59.7% |
| 1Y | +70.3% | -28.7% | +99.0% | +87.5% |
| 3Y | +210.6% | +27.4% | +183.2% | +167.2% |
| 5Y | +456.7% | +41.7% | +414.9% | +341.0% |
| 10Y | +2,396.1% | +189.6% | +2,206.5% | +1,244.0% |
| All | +2,396.1% | +182.6% | +2,213.5% | +1,244.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling