+232.0%
PWR vs RGEN
+19.4%
+212.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | -0.9% |
| 7D | -11.2% | -2.4% | -8.8% | -10.7% |
| 30D | -17.4% | +0.1% | -17.5% | -17.3% |
| 3M | -11.7% | +6.6% | -18.4% | -13.1% |
| 6M | -21.7% | +40.9% | -62.6% | -27.7% |
| YTD | +38.3% | +6.2% | +32.1% | +35.1% |
| 1Y | +29.6% | +19.4% | +10.1% | +23.4% |
| All | +232.0% | +19.4% | +212.6% | +205.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling