+32.4%
PWR vs TRI
-22.4%
+54.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +6.4% | -18.1% | -9.5% |
| 7D | -4.4% | +1.0% | -5.3% | -3.3% |
| 30D | -15.1% | +20.8% | -35.8% | -9.3% |
| 3M | -16.2% | +8.1% | -24.3% | -12.5% |
| 6M | -23.3% | +24.2% | -47.5% | -13.9% |
| YTD | +37.6% | -7.8% | +45.4% | +43.9% |
| 1Y | +32.4% | -16.7% | +49.1% | +38.9% |
| All | +32.4% | -22.4% | +54.8% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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