+7,255.1%
PWR vs STLD
+7,153.5%
+101.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.5% | +5.8% | +6.1% |
| 7D | -12.9% | -11.1% | -1.7% | -8.8% |
| 30D | -22.8% | -4.8% | -18.1% | -21.2% |
| 3M | -19.0% | -14.6% | -4.5% | -14.4% |
| 6M | -31.1% | -7.4% | -23.7% | -29.6% |
| YTD | +28.2% | +32.6% | -4.3% | +14.4% |
| 1Y | +22.2% | +47.3% | -25.1% | +4.9% |
| 3Y | +222.1% | +107.5% | +114.6% | +137.3% |
| 5Y | +364.1% | +268.8% | +95.2% | +164.4% |
| 10Y | +1,864.5% | +883.3% | +981.2% | +629.5% |
| All | +7,255.1% | +7,153.5% | +101.6% | +1,249.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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