+2,422.0%
PWR vs TPR
+7,380.8%
-4,958.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +3.6% | -2.3% | +5.9% | +4.5% |
| 30D | -8.6% | -23.0% | +14.4% | -0.1% |
| 3M | -13.2% | -12.5% | -0.7% | -9.9% |
| 6M | +9.9% | -21.4% | +31.3% | +18.3% |
| YTD | +48.0% | -3.5% | +51.5% | +46.6% |
| 1Y | +66.2% | +17.4% | +48.8% | +51.8% |
| 3Y | +195.1% | +291.3% | -96.1% | +62.5% |
| 5Y | +442.6% | +241.9% | +200.6% | +198.0% |
| 10Y | +2,334.2% | +322.7% | +2,011.6% | +939.7% |
| All | +2,422.0% | +7,380.8% | -4,958.8% | +271.2% |
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 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