+411.1%
PWR vs SPXU
-83.3%
+494.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.2% |
| 7D | +11.3% | -7.6% | +18.9% | +8.2% |
| 30D | -8.9% | +5.3% | -14.2% | -5.5% |
| 3M | -10.5% | +9.6% | -20.1% | -5.3% |
| 6M | -22.2% | -4.5% | -17.6% | -20.9% |
| YTD | +42.7% | -25.9% | +68.6% | +33.6% |
| 1Y | +41.1% | -28.9% | +70.0% | +30.6% |
| 3Y | +242.7% | -80.5% | +323.2% | +124.5% |
| All | +411.1% | -83.3% | +494.4% | +293.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling