+2,521.4%
PWR vs TRI
+196.2%
+2,325.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.7% |
| 7D | +4.2% | -7.9% | +12.1% | +6.2% |
| 30D | -4.0% | -4.5% | +0.5% | -3.5% |
| 3M | -4.8% | +22.1% | -26.9% | -13.1% |
| 6M | +14.6% | -2.8% | +17.4% | +11.9% |
| YTD | +54.2% | -23.4% | +77.6% | +65.6% |
| 1Y | +67.1% | -41.5% | +108.6% | +106.2% |
| 3Y | +218.5% | -19.2% | +237.7% | +215.4% |
| 5Y | +466.3% | -9.4% | +475.7% | +415.3% |
| All | +2,521.4% | +196.2% | +2,325.2% | +1,376.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling