+32.4%
PWR vs SW
+29.5%
+2.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +4.1% | -15.7% | -11.7% |
| 7D | -4.4% | +12.1% | -16.4% | -4.6% |
| 30D | -15.1% | +6.6% | -21.6% | -15.2% |
| 3M | -16.2% | -6.0% | -10.2% | -16.0% |
| 6M | -23.3% | +21.5% | -44.8% | -24.4% |
| YTD | +37.6% | +20.3% | +17.3% | +32.3% |
| 1Y | +32.4% | +28.1% | +4.3% | +25.1% |
| All | +32.4% | +29.5% | +2.9% | +25.1% |
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