+206.9%
PWR vs SPXU
-79.8%
+286.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.3% | -1.2% |
| 7D | +2.7% | +1.3% | +1.4% | +3.3% |
| 30D | -5.1% | +5.1% | -10.2% | -2.8% |
| 3M | -9.4% | -9.1% | -0.2% | -12.1% |
| 6M | +10.4% | -29.6% | +40.0% | -3.3% |
| YTD | +48.6% | -27.7% | +76.3% | +32.7% |
| 1Y | +68.0% | -37.0% | +105.0% | +43.0% |
| All | +206.9% | -79.8% | +286.7% | +78.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling