+2,425.3%
PWR vs RRC
+4.5%
+2,420.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | +2.7% | -1.7% | +4.4% | +3.0% |
| 30D | -5.1% | +3.6% | -8.7% | -5.8% |
| 3M | -9.4% | +8.8% | -18.2% | -11.1% |
| 6M | +10.4% | +0.8% | +9.6% | +9.6% |
| YTD | +48.6% | +19.0% | +29.7% | +43.0% |
| 1Y | +68.0% | +22.9% | +45.1% | +60.2% |
| 3Y | +204.7% | +32.3% | +172.4% | +184.8% |
| 5Y | +451.9% | +151.6% | +300.4% | +349.7% |
| 10Y | +2,425.3% | +5.5% | +2,419.8% | +1,886.9% |
| All | +2,425.3% | +4.5% | +2,420.8% | +1,886.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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