+210.6%
PWR vs RGEN
-0.1%
+210.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.8% | +2.2% |
| 7D | +4.5% | -0.9% | +5.4% | +4.7% |
| 30D | -4.9% | +2.8% | -7.7% | -5.5% |
| 3M | -7.9% | +34.5% | -42.3% | -13.5% |
| 6M | +18.3% | +40.5% | -22.1% | +9.4% |
| YTD | +51.5% | +2.8% | +48.7% | +49.2% |
| 1Y | +70.3% | +39.6% | +30.7% | +57.6% |
| 3Y | +210.6% | +4.4% | +206.2% | +215.2% |
| All | +210.6% | -0.1% | +210.7% | +215.2% |
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 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