+8,087.4%
PWR vs RRC
+417.6%
+7,669.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | +11.3% | +6.4% | +4.9% | +9.9% |
| 30D | -8.9% | +23.9% | -32.7% | -12.9% |
| 3M | -10.5% | +30.2% | -40.7% | -15.5% |
| 6M | -22.2% | +26.3% | -48.4% | -26.4% |
| YTD | +42.7% | +48.1% | -5.3% | +30.2% |
| 1Y | +41.1% | +37.7% | +3.4% | +30.4% |
| 3Y | +242.7% | +60.3% | +182.5% | +204.2% |
| 5Y | +418.5% | +135.3% | +283.2% | +309.0% |
| 10Y | +1,855.0% | +73.3% | +1,781.6% | +1,269.5% |
| All | +8,087.4% | +417.6% | +7,669.8% | +7,561.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling