+200.3%
PWR vs RBA
+32.9%
+167.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +3.6% | -2.9% | +6.5% | +4.3% |
| 30D | -8.6% | -12.3% | +3.7% | -5.7% |
| 3M | -13.2% | -20.5% | +7.4% | -9.3% |
| 6M | +9.9% | -18.5% | +28.4% | +13.6% |
| YTD | +48.0% | -18.2% | +66.3% | +51.3% |
| 1Y | +66.2% | -27.5% | +93.7% | +77.7% |
| All | +200.3% | +32.9% | +167.3% | +151.1% |
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