+7,520.8%
PWR vs RBA
+4,102.2%
+3,418.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.4% | +6.9% | +8.5% |
| 7D | -4.8% | +2.5% | -7.3% | -5.7% |
| 30D | -16.2% | +11.6% | -27.8% | -19.7% |
| 3M | -11.9% | +1.5% | -13.5% | -13.1% |
| 6M | -20.6% | -6.6% | -14.0% | -20.1% |
| YTD | +40.3% | -6.3% | +46.5% | +39.5% |
| 1Y | +33.0% | -4.0% | +37.0% | +31.1% |
| 3Y | +250.0% | +47.3% | +202.7% | +187.9% |
| 5Y | +404.2% | +47.7% | +356.5% | +302.1% |
| 10Y | +1,865.8% | +224.7% | +1,641.1% | +1,004.9% |
| All | +7,520.8% | +4,102.2% | +3,418.7% | +1,930.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling