+222.2%
PWR vs RBA
+42.3%
+179.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.3% | +7.6% | +6.5% |
| 7D | -12.9% | +4.3% | -17.1% | -13.6% |
| 30D | -22.8% | +16.3% | -39.2% | -25.2% |
| 3M | -19.0% | +1.3% | -20.3% | -19.3% |
| 6M | -31.1% | -11.1% | -20.0% | -30.1% |
| YTD | +28.3% | -8.5% | +36.7% | +27.6% |
| 1Y | +22.2% | -2.1% | +24.3% | +18.8% |
| 3Y | +222.2% | +44.6% | +177.6% | +179.1% |
| All | +222.2% | +42.3% | +179.9% | +179.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling