+2,425.3%
PWR vs TPR
+299.5%
+2,125.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.3% | +1.4% | -0.8% |
| 7D | +2.7% | -7.3% | +10.0% | +5.2% |
| 30D | -5.1% | -30.7% | +25.6% | +6.4% |
| 3M | -9.4% | -21.6% | +12.2% | -2.8% |
| 6M | +10.4% | -21.3% | +31.7% | +17.7% |
| YTD | +48.6% | -10.2% | +58.8% | +50.9% |
| 1Y | +68.0% | +9.5% | +58.5% | +58.7% |
| 3Y | +204.7% | +280.8% | -76.1% | +81.2% |
| 5Y | +451.9% | +218.7% | +233.2% | +233.5% |
| 10Y | +2,425.3% | +306.7% | +2,118.7% | +1,071.2% |
| All | +2,425.3% | +299.5% | +2,125.9% | +1,071.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 10y: compounded portfolio wealth divided by compounded TPR 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…
10y analysis · Full analysis span regression · 6 months rolling