+2,994.2%
PWR vs STLA
+263.8%
+2,730.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | +3.6% | +2.6% | +1.0% | +3.0% |
| 30D | -8.6% | -1.2% | -7.3% | -8.6% |
| 3M | -13.2% | -24.8% | +11.6% | -8.0% |
| 6M | +9.9% | -25.6% | +35.5% | +16.1% |
| YTD | +48.0% | -48.9% | +97.0% | +67.6% |
| 1Y | +66.2% | -38.8% | +104.9% | +78.5% |
| 3Y | +195.1% | -64.5% | +259.6% | +251.2% |
| 5Y | +442.6% | -62.4% | +505.0% | +522.0% |
| 10Y | +2,334.2% | +55.4% | +2,278.8% | +1,995.2% |
| All | +2,994.2% | +263.8% | +2,730.4% | +2,395.1% |
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