+2,355.9%
PWR vs TPR
+8,066.7%
-5,710.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.7% | +5.9% | +4.9% |
| 7D | +4.7% | +6.4% | -1.7% | +1.8% |
| 30D | -12.5% | +13.8% | -26.3% | -17.4% |
| 3M | -9.3% | -16.6% | +7.3% | -4.6% |
| 6M | -22.2% | +0.7% | -22.8% | -24.3% |
| YTD | +44.2% | +5.3% | +38.8% | +36.8% |
| 1Y | +35.5% | +32.4% | +3.2% | +17.6% |
| 3Y | +250.4% | +406.4% | -156.0% | +73.1% |
| 5Y | +425.6% | +227.9% | +197.7% | +192.8% |
| 10Y | +1,874.2% | +371.7% | +1,502.5% | +701.7% |
| All | +2,355.9% | +8,066.7% | -5,710.9% | +246.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling