+210.6%
PWR vs RVTY
+16.6%
+194.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.8% | +2.9% |
| 7D | +4.5% | +0.4% | +4.1% | +4.4% |
| 30D | -4.9% | +10.8% | -15.7% | -7.3% |
| 3M | -7.9% | +26.8% | -34.7% | -13.5% |
| 6M | +18.3% | +39.3% | -21.0% | +7.7% |
| YTD | +51.5% | +31.6% | +19.9% | +38.9% |
| 1Y | +70.3% | +47.7% | +22.6% | +51.4% |
| 3Y | +210.6% | +19.9% | +190.7% | +189.5% |
| All | +210.6% | +16.6% | +194.0% | +189.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling