+210.6%
PWR vs REPL
-24.7%
+235.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.1% | +2.4% |
| 7D | +4.5% | -5.7% | +10.3% | +4.6% |
| 30D | -4.9% | +22.5% | -27.4% | -5.2% |
| 3M | -7.9% | +64.7% | -72.5% | -9.0% |
| 6M | +18.3% | +83.0% | -64.7% | +15.6% |
| YTD | +51.5% | +52.0% | -0.5% | +48.2% |
| 1Y | +70.3% | +144.5% | -74.2% | +64.9% |
| 3Y | +210.6% | -25.1% | +235.7% | +209.5% |
| All | +210.6% | -24.7% | +235.3% | +209.5% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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