+41.1%
PWR vs TFC
+15.7%
+25.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.8% |
| 7D | +11.3% | +2.3% | +9.0% | +11.1% |
| 30D | -8.9% | +10.8% | -19.7% | -9.9% |
| 3M | -10.5% | -3.8% | -6.7% | -9.7% |
| 6M | -22.2% | +9.6% | -31.7% | -24.3% |
| YTD | +42.7% | +5.8% | +37.0% | +36.8% |
| 1Y | +41.1% | +16.2% | +25.0% | +30.1% |
| All | +41.1% | +15.7% | +25.4% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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