+1,831.6%
PWR vs SPXU
-99.5%
+1,931.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.2% |
| 7D | +11.3% | -7.6% | +18.9% | +8.4% |
| 30D | -8.9% | +5.3% | -14.2% | -5.7% |
| 3M | -10.5% | +9.6% | -20.1% | -5.6% |
| 6M | -22.2% | -4.5% | -17.6% | -20.9% |
| YTD | +42.7% | -25.9% | +68.6% | +34.1% |
| 1Y | +41.1% | -28.9% | +70.0% | +31.2% |
| 3Y | +242.7% | -80.5% | +323.2% | +125.5% |
| 5Y | +418.5% | -83.4% | +501.9% | +281.6% |
| All | +1,831.6% | -99.5% | +1,931.1% | +408.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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