+2,521.4%
PWR vs SPXU
-99.6%
+2,621.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.4% | +7.6% | +4.2% |
| 7D | +4.2% | +2.5% | +1.7% | +5.3% |
| 30D | -4.0% | +4.2% | -8.2% | -2.4% |
| 3M | -4.8% | -9.3% | +4.5% | -7.2% |
| 6M | +14.6% | -30.7% | +45.3% | +2.5% |
| YTD | +54.2% | -28.1% | +82.4% | +40.7% |
| 1Y | +67.1% | -35.2% | +102.4% | +48.5% |
| 3Y | +218.5% | -79.9% | +298.4% | +109.4% |
| 5Y | +466.3% | -86.4% | +552.7% | +282.4% |
| All | +2,521.4% | -99.6% | +2,621.0% | +568.9% |
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