+200.3%
PWR vs S
+16.9%
+183.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | +3.6% | -7.7% | +11.3% | +4.7% |
| 30D | -8.6% | -5.3% | -3.2% | -8.2% |
| 3M | -13.2% | +20.3% | -33.4% | -16.2% |
| 6M | +9.9% | +47.4% | -37.5% | +1.0% |
| YTD | +48.0% | +32.5% | +15.5% | +38.4% |
| 1Y | +66.2% | +9.5% | +56.6% | +61.3% |
| All | +200.3% | +16.9% | +183.3% | +178.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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