+1,440.1%
PWR vs SW
+730.4%
+709.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -1.5% | -10.8% | -12.2% |
| 7D | -19.9% | +4.7% | -24.5% | -20.2% |
| 30D | -29.3% | +5.0% | -34.3% | -29.6% |
| 3M | -25.5% | -7.3% | -18.1% | -25.2% |
| 6M | -34.0% | +15.0% | -49.0% | -35.0% |
| YTD | +20.7% | +18.5% | +2.2% | +18.2% |
| 1Y | +12.3% | +27.1% | -14.8% | +9.4% |
| 3Y | +201.9% | +49.3% | +152.6% | +189.6% |
| 5Y | +336.8% | -1.6% | +338.4% | +323.1% |
| 10Y | +1,748.9% | +185.4% | +1,563.5% | +1,541.5% |
| All | +1,440.1% | +730.4% | +709.7% | +1,107.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling