+218.5%
PWR vs SU
+120.0%
+98.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.3% | +5.2% |
| 7D | +4.2% | +2.2% | +2.0% | +3.5% |
| 30D | -4.0% | +8.4% | -12.5% | -6.2% |
| 3M | -4.8% | +12.1% | -16.9% | -8.0% |
| 6M | +14.6% | +19.7% | -5.0% | +7.5% |
| YTD | +54.2% | +58.4% | -4.2% | +31.9% |
| 1Y | +67.1% | +67.2% | -0.1% | +40.2% |
| 3Y | +218.5% | +125.0% | +93.4% | +144.6% |
| All | +218.5% | +120.0% | +98.5% | +144.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling