+1,831.6%
PWR vs RUN
+68.6%
+1,763.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.9% |
| 7D | +11.3% | -13.5% | +24.8% | +13.6% |
| 30D | -8.9% | +18.3% | -27.2% | -11.9% |
| 3M | -10.5% | -12.5% | +2.0% | -9.7% |
| 6M | -22.2% | -40.3% | +18.2% | -17.3% |
| YTD | +42.7% | -53.1% | +95.8% | +53.0% |
| 1Y | +41.1% | -54.3% | +95.4% | +51.5% |
| 3Y | +242.7% | -6.5% | +249.2% | +171.5% |
| 5Y | +418.5% | -85.3% | +503.8% | +423.2% |
| All | +1,831.6% | +68.6% | +1,763.0% | +1,012.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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