+451.9%
PWR vs SBAC
-44.9%
+496.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.7% |
| 7D | +2.7% | +0.2% | +2.5% | +2.6% |
| 30D | -5.1% | +3.9% | -9.0% | -5.9% |
| 3M | -9.4% | -8.2% | -1.2% | -8.1% |
| 6M | +10.4% | -2.8% | +13.2% | +10.0% |
| YTD | +48.6% | -1.5% | +50.2% | +47.3% |
| 1Y | +68.0% | 0.0% | +68.0% | +65.6% |
| 3Y | +204.7% | -8.4% | +213.1% | +197.1% |
| 5Y | +451.9% | -43.5% | +495.5% | +548.5% |
| All | +451.9% | -44.9% | +496.9% | +548.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling