+8,143.9%
PWR vs TFC
+352.1%
+7,791.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.1% |
| 7D | +19.1% | +0.1% | +19.0% | +19.1% |
| 30D | -12.0% | +8.6% | -20.7% | -15.6% |
| 3M | -10.6% | -4.3% | -6.2% | -9.1% |
| 6M | -20.8% | +5.4% | -26.3% | -23.7% |
| YTD | +43.7% | +4.5% | +39.2% | +38.4% |
| 1Y | +35.0% | +14.0% | +21.0% | +24.6% |
| 3Y | +249.4% | +93.4% | +156.0% | +142.6% |
| 5Y | +422.1% | +0.5% | +421.6% | +374.1% |
| 10Y | +1,868.4% | +77.7% | +1,790.8% | +1,157.8% |
| All | +8,143.9% | +352.1% | +7,791.7% | +2,997.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling