+2,521.4%
PWR vs RRX
+228.4%
+2,293.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.7% | +1.5% | +3.3% |
| 7D | +4.2% | -0.3% | +4.5% | +4.4% |
| 30D | -4.0% | -6.1% | +2.1% | -0.9% |
| 3M | -4.8% | -23.1% | +18.3% | +7.3% |
| 6M | +14.6% | -19.5% | +34.2% | +25.0% |
| YTD | +54.2% | +16.1% | +38.2% | +38.5% |
| 1Y | +67.1% | +12.9% | +54.2% | +51.1% |
| 3Y | +218.5% | +7.9% | +210.5% | +173.5% |
| 5Y | +466.3% | +19.1% | +447.2% | +335.5% |
| All | +2,521.4% | +228.4% | +2,293.0% | +953.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling