+456.7%
PWR vs RRC
+153.5%
+303.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.4% |
| 7D | +4.5% | -1.2% | +5.7% | +4.8% |
| 30D | -4.9% | +9.4% | -14.3% | -6.9% |
| 3M | -7.9% | +7.4% | -15.3% | -9.9% |
| 6M | +18.3% | +1.5% | +16.9% | +17.0% |
| YTD | +51.5% | +19.4% | +32.1% | +43.6% |
| 1Y | +70.3% | +24.2% | +46.1% | +59.1% |
| 3Y | +210.6% | +32.8% | +177.8% | +183.5% |
| 5Y | +456.7% | +152.9% | +303.8% | +348.5% |
| All | +456.7% | +153.5% | +303.2% | +348.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling