+32.4%
PWR vs RRX
+30.0%
+2.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -3.6% | -8.0% | -9.8% |
| 7D | -4.4% | +7.6% | -12.0% | -7.6% |
| 30D | -15.1% | +7.5% | -22.6% | -17.8% |
| 3M | -16.2% | -21.0% | +4.8% | -8.1% |
| 6M | -23.3% | -18.1% | -5.3% | -17.8% |
| YTD | +37.6% | +24.3% | +13.3% | +30.1% |
| 1Y | +32.4% | +29.3% | +3.1% | +24.3% |
| All | +32.4% | +30.0% | +2.4% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling