+8,589.7%
PWR vs RRX
+805.1%
+7,784.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.5% | +1.8% | +2.1% |
| 7D | +4.5% | +4.3% | +0.2% | +2.2% |
| 30D | -4.9% | -8.0% | +3.1% | -0.6% |
| 3M | -7.9% | -22.0% | +14.1% | +3.9% |
| 6M | +18.3% | -11.9% | +30.2% | +23.6% |
| YTD | +51.5% | +17.1% | +34.4% | +34.1% |
| 1Y | +70.3% | +14.9% | +55.4% | +51.1% |
| 3Y | +210.6% | +6.9% | +203.7% | +162.6% |
| 5Y | +456.7% | +19.6% | +437.1% | +323.6% |
| 10Y | +2,396.1% | +215.9% | +2,180.1% | +959.6% |
| All | +8,589.7% | +805.1% | +7,784.5% | +1,806.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling