+8,313.4%
PWR vs SU
+2,794.1%
+5,519.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -0.2% | +1.7% | -1.9% | -0.9% |
| 30D | -7.7% | +9.6% | -17.4% | -11.0% |
| 3M | -4.9% | +11.7% | -16.7% | -9.4% |
| 6M | +9.7% | +21.9% | -12.2% | +0.3% |
| YTD | +46.7% | +58.6% | -12.0% | +21.0% |
| 1Y | +58.7% | +66.5% | -7.8% | +28.1% |
| 3Y | +200.7% | +121.4% | +79.3% | +112.4% |
| 5Y | +438.6% | +355.7% | +82.8% | +173.3% |
| 10Y | +2,392.1% | +264.2% | +2,127.9% | +1,142.3% |
| All | +8,313.4% | +2,794.1% | +5,519.3% | +2,726.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling