+1,844.9%
PWR vs RGEN
+411.3%
+1,433.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | +0.4% |
| 7D | +19.1% | -1.2% | +20.2% | +19.4% |
| 30D | -12.0% | -5.1% | -6.9% | -10.9% |
| 3M | -10.6% | +0.5% | -11.1% | -11.1% |
| 6M | -20.8% | +46.6% | -67.4% | -28.0% |
| YTD | +43.7% | +1.6% | +42.1% | +40.6% |
| 1Y | +35.0% | +5.4% | +29.6% | +31.0% |
| 3Y | +249.4% | +12.8% | +236.6% | +220.9% |
| 5Y | +422.1% | -35.6% | +457.7% | +411.4% |
| All | +1,844.9% | +411.3% | +1,433.7% | +1,035.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling