+1,874.2%
PWR vs SPY
+311.8%
+1,562.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +2.9% | +2.7% |
| 7D | +4.7% | -0.9% | +5.7% | +6.6% |
| 30D | -12.5% | -2.4% | -10.1% | -9.6% |
| 3M | -9.3% | -1.2% | -8.2% | -7.5% |
| 6M | -22.2% | +3.3% | -25.5% | -24.2% |
| YTD | +44.2% | +12.3% | +31.9% | +28.0% |
| 1Y | +35.5% | +12.4% | +23.1% | +20.4% |
| 3Y | +250.4% | +78.8% | +171.6% | +89.7% |
| 5Y | +425.6% | +75.2% | +350.5% | +192.0% |
| 10Y | +1,874.2% | +311.1% | +1,563.1% | +273.7% |
| All | +1,874.2% | +311.8% | +1,562.5% | +273.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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