+7,159.1%
PWR vs SNY
+241.9%
+6,917.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.1% |
| 7D | +4.2% | -3.3% | +7.5% | +5.8% |
| 30D | -4.0% | -2.2% | -1.9% | -3.2% |
| 3M | -4.8% | -3.0% | -1.7% | -4.4% |
| 6M | +14.6% | +2.7% | +11.9% | +11.7% |
| YTD | +54.2% | -6.8% | +61.1% | +56.9% |
| 1Y | +67.1% | -5.3% | +72.4% | +67.7% |
| 3Y | +218.5% | -9.8% | +228.2% | +210.7% |
| 5Y | +466.3% | +9.7% | +456.6% | +383.7% |
| 10Y | +2,520.4% | +64.5% | +2,455.9% | +1,625.2% |
| All | +7,159.1% | +241.9% | +6,917.2% | +2,683.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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