+2,425.3%
PWR vs SBAC
+78.4%
+2,347.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.6% |
| 7D | +2.7% | +0.2% | +2.5% | +2.6% |
| 30D | -5.1% | +3.9% | -9.0% | -6.1% |
| 3M | -9.4% | -8.2% | -1.2% | -8.0% |
| 6M | +10.4% | -2.8% | +13.2% | +9.5% |
| YTD | +48.6% | -1.5% | +50.2% | +46.5% |
| 1Y | +68.0% | 0.0% | +68.0% | +64.7% |
| 3Y | +204.7% | -8.4% | +213.1% | +197.2% |
| 5Y | +451.9% | -43.5% | +495.5% | +527.7% |
| 10Y | +2,425.3% | +86.9% | +2,338.4% | +2,459.0% |
| All | +2,425.3% | +78.4% | +2,347.0% | +2,459.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 10y: compounded portfolio wealth divided by compounded SBAC 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…
10y analysis · Full analysis span regression · 6 months rolling