+2,913.1%
PWR vs STLA
+168.9%
+2,744.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.5% | +7.8% | +5.0% |
| 7D | +4.7% | -11.6% | +16.4% | +7.7% |
| 30D | -12.5% | -6.2% | -6.3% | -11.5% |
| 3M | -9.3% | -24.6% | +15.3% | -4.3% |
| 6M | -22.2% | -44.9% | +22.7% | -12.2% |
| YTD | +44.2% | -62.3% | +106.4% | +73.5% |
| 1Y | +35.5% | -61.8% | +97.3% | +62.2% |
| 3Y | +250.4% | -75.3% | +325.8% | +350.1% |
| 5Y | +425.6% | -72.5% | +498.1% | +542.9% |
| 10Y | +1,874.2% | +0.8% | +1,873.5% | +1,740.6% |
| All | +2,913.1% | +168.9% | +2,744.2% | +2,482.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 all: compounded portfolio wealth divided by compounded STLA 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…
all analysis · Full analysis span regression · 6 months rolling