+66.2%
PWR vs SPMO
+29.9%
+36.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | -1.1% |
| 7D | +3.6% | +2.0% | +1.6% | +1.2% |
| 30D | -8.6% | -0.4% | -8.2% | -8.1% |
| 3M | -13.2% | -1.9% | -11.3% | -11.9% |
| 6M | +9.9% | +25.0% | -15.1% | -17.7% |
| YTD | +48.0% | +26.0% | +22.0% | +9.4% |
| 1Y | +66.2% | +28.7% | +37.5% | +19.3% |
| All | +66.2% | +29.9% | +36.2% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 1y: compounded portfolio wealth divided by compounded SPMO 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…
1y analysis · Full analysis span regression · 6 months rolling