+456.7%
PWR vs RVTY
-32.1%
+488.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.8% | +3.0% |
| 7D | +4.5% | +0.4% | +4.1% | +4.4% |
| 30D | -4.9% | +10.8% | -15.7% | -7.8% |
| 3M | -7.9% | +26.8% | -34.7% | -14.5% |
| 6M | +18.3% | +39.3% | -21.0% | +6.0% |
| YTD | +51.5% | +31.6% | +19.9% | +37.1% |
| 1Y | +70.3% | +47.7% | +22.6% | +48.4% |
| 3Y | +210.6% | +19.9% | +190.7% | +179.8% |
| 5Y | +456.7% | -32.3% | +489.0% | +508.6% |
| All | +456.7% | -32.1% | +488.8% | +508.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling