+66.2%
PWR vs SW
+1.0%
+65.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.6% |
| 7D | +3.6% | -5.1% | +8.7% | +3.9% |
| 30D | -8.6% | -4.6% | -4.0% | -8.4% |
| 3M | -13.2% | +9.4% | -22.5% | -14.2% |
| 6M | +9.9% | +3.5% | +6.4% | +8.0% |
| YTD | +48.0% | +22.0% | +26.0% | +43.7% |
| 1Y | +66.2% | +2.2% | +64.0% | +65.2% |
| All | +66.2% | +1.0% | +65.2% | +65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 1y: compounded portfolio wealth divided by compounded SW 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…
1y analysis · Full analysis span regression · 6 months rolling