+2,643.8%
PWR vs SBAC
+2,208.1%
+435.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.0% |
| 7D | +3.6% | -0.8% | +4.4% | +3.8% |
| 30D | -8.6% | +6.9% | -15.5% | -10.1% |
| 3M | -13.2% | -8.2% | -4.9% | -12.1% |
| 6M | +9.9% | -1.6% | +11.5% | +8.6% |
| YTD | +48.0% | -0.1% | +48.1% | +45.5% |
| 1Y | +66.2% | -0.5% | +66.6% | +63.3% |
| 3Y | +195.1% | -9.1% | +204.2% | +190.5% |
| 5Y | +442.6% | -43.8% | +486.3% | +493.2% |
| 10Y | +2,334.2% | +80.5% | +2,253.7% | +1,890.1% |
| All | +2,643.8% | +2,208.1% | +435.7% | +1,251.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling