+451.9%
PWR vs TECH
-42.1%
+494.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +2.7% | -0.1% | +2.7% | +2.7% |
| 30D | -5.1% | +0.3% | -5.4% | -5.2% |
| 3M | -9.4% | +32.9% | -42.3% | -16.0% |
| 6M | +10.4% | +32.1% | -21.7% | +1.1% |
| YTD | +48.6% | +23.4% | +25.3% | +37.8% |
| 1Y | +68.0% | +34.1% | +34.0% | +50.9% |
| 3Y | +204.7% | +2.2% | +202.5% | +186.2% |
| 5Y | +451.9% | -41.8% | +493.7% | +534.9% |
| All | +451.9% | -42.1% | +494.1% | +534.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling