+206.9%
PWR vs TD
+123.9%
+83.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.7% | -1.2% |
| 7D | +2.7% | -1.9% | +4.6% | +3.8% |
| 30D | -5.1% | -1.6% | -3.5% | -4.2% |
| 3M | -9.4% | +4.6% | -14.0% | -11.7% |
| 6M | +10.4% | +26.8% | -16.4% | -2.6% |
| YTD | +48.6% | +28.3% | +20.3% | +30.2% |
| 1Y | +68.0% | +60.4% | +7.6% | +31.8% |
| All | +206.9% | +123.9% | +83.0% | +94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 3y: compounded portfolio wealth divided by compounded TD 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…
3y analysis · Full analysis span regression · 6 months rolling