+443.9%
PWR vs RBA
+47.5%
+396.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +3.6% | -2.9% | +6.5% | +4.4% |
| 30D | -8.6% | -12.3% | +3.7% | -5.4% |
| 3M | -13.2% | -20.5% | +7.4% | -8.6% |
| 6M | +9.9% | -18.5% | +28.4% | +14.6% |
| YTD | +48.0% | -18.2% | +66.3% | +53.0% |
| 1Y | +66.2% | -27.5% | +93.7% | +78.6% |
| 3Y | +195.1% | +38.1% | +157.0% | +153.6% |
| All | +443.9% | +47.5% | +396.4% | +350.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling