+31.4%
PWR vs THC
+50.5%
-19.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.0% | +7.3% | +9.4% |
| 7D | -4.8% | +7.5% | -12.3% | -4.2% |
| 30D | -16.2% | +9.6% | -25.8% | -15.7% |
| 3M | -11.9% | +10.3% | -22.2% | -11.4% |
| 6M | -20.6% | +51.8% | -72.4% | -22.2% |
| YTD | +40.3% | +45.4% | -5.2% | +36.7% |
| All | +31.4% | +50.5% | -19.1% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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