+8,390.6%
PWR vs THC
+178.2%
+8,212.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | +3.6% | -0.7% | +4.3% | +3.7% |
| 30D | -8.6% | +1.3% | -9.8% | -8.9% |
| 3M | -13.2% | +64.2% | -77.4% | -21.9% |
| 6M | +9.9% | +8.3% | +1.6% | +6.9% |
| YTD | +48.0% | +33.4% | +14.7% | +37.8% |
| 1Y | +66.2% | +37.7% | +28.5% | +53.3% |
| 3Y | +195.1% | +236.8% | -41.7% | +124.1% |
| 5Y | +442.6% | +249.3% | +193.3% | +295.4% |
| 10Y | +2,334.2% | +995.2% | +1,339.0% | +1,145.7% |
| All | +8,390.6% | +178.2% | +8,212.5% | +3,515.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling