+8,390.6%
PWR vs RVTY
+1,221.0%
+7,169.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | +3.6% | +1.1% | +2.5% | +3.1% |
| 30D | -8.6% | +13.2% | -21.8% | -13.1% |
| 3M | -13.2% | +27.2% | -40.4% | -21.7% |
| 6M | +9.9% | +32.4% | -22.5% | -3.2% |
| YTD | +48.0% | +34.9% | +13.2% | +28.5% |
| 1Y | +66.2% | +52.4% | +13.8% | +36.8% |
| 3Y | +195.1% | +12.3% | +182.8% | +162.8% |
| 5Y | +442.6% | -30.8% | +473.4% | +471.9% |
| 10Y | +2,334.2% | +150.7% | +2,183.6% | +1,365.3% |
| All | +8,390.6% | +1,221.0% | +7,169.6% | +3,186.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling