+438.6%
PWR vs RUN
-81.3%
+519.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -1.0% |
| 7D | -0.2% | -3.4% | +3.1% | +0.3% |
| 30D | -7.7% | -14.0% | +6.2% | -5.9% |
| 3M | -4.9% | -27.5% | +22.5% | -1.1% |
| 6M | +9.7% | -29.0% | +38.7% | +13.9% |
| YTD | +46.7% | -53.1% | +99.8% | +57.6% |
| 1Y | +58.7% | -46.7% | +105.4% | +66.2% |
| 3Y | +200.7% | -38.3% | +239.0% | +159.6% |
| 5Y | +438.6% | -80.7% | +519.2% | +413.4% |
| All | +438.6% | -81.3% | +519.8% | +413.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling