+8,168.1%
PWR vs RVTY
+1,506.0%
+6,662.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +4.5% |
| 7D | +4.7% | -0.7% | +5.5% | +5.4% |
| 30D | -12.5% | +1.7% | -14.2% | -12.8% |
| 3M | -9.3% | +36.8% | -46.1% | -20.1% |
| 6M | -22.2% | +60.1% | -82.3% | -36.1% |
| YTD | +44.2% | +64.0% | -19.8% | +15.7% |
| 1Y | +35.5% | +68.2% | -32.7% | +7.5% |
| 3Y | +250.4% | +88.8% | +161.7% | +155.4% |
| 5Y | +425.6% | -10.5% | +436.2% | +399.5% |
| 10Y | +1,874.2% | +219.7% | +1,654.5% | +978.7% |
| All | +8,168.1% | +1,506.0% | +6,662.1% | +2,858.4% |
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