+2,521.4%
PWR vs SU
+267.2%
+2,254.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.3% | +5.2% |
| 7D | +4.2% | +2.2% | +2.0% | +3.4% |
| 30D | -4.0% | +8.4% | -12.5% | -6.8% |
| 3M | -4.8% | +12.1% | -16.9% | -9.0% |
| 6M | +14.6% | +19.7% | -5.0% | +6.3% |
| YTD | +54.2% | +58.4% | -4.2% | +29.2% |
| 1Y | +67.1% | +67.2% | -0.1% | +37.0% |
| 3Y | +218.5% | +125.0% | +93.4% | +129.7% |
| 5Y | +466.3% | +355.1% | +111.2% | +201.3% |
| All | +2,521.4% | +267.2% | +2,254.2% | +1,234.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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