+2,328.7%
PWR vs SW
+147.8%
+2,180.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.6% |
| 7D | +3.6% | -5.1% | +8.7% | +4.2% |
| 30D | -8.6% | -4.6% | -4.0% | -8.2% |
| 3M | -13.2% | +9.4% | -22.5% | -14.3% |
| 6M | +9.9% | +3.5% | +6.4% | +8.8% |
| YTD | +48.0% | +22.0% | +26.0% | +43.4% |
| 1Y | +66.2% | +2.2% | +64.0% | +63.9% |
| 3Y | +195.1% | +19.6% | +175.5% | +183.7% |
| 5Y | +442.6% | -2.3% | +444.9% | +419.1% |
| All | +2,328.7% | +147.8% | +2,180.9% | +1,891.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling