+438.6%
PWR vs TRI
-11.1%
+449.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.2% |
| 7D | -0.2% | -14.4% | +14.1% | +0.8% |
| 30D | -7.7% | -8.1% | +0.4% | -7.3% |
| 3M | -4.9% | +17.5% | -22.5% | -8.5% |
| 6M | +9.7% | -5.0% | +14.7% | +10.6% |
| YTD | +46.7% | -24.7% | +71.4% | +61.2% |
| 1Y | +58.7% | -41.5% | +100.2% | +96.7% |
| 3Y | +200.7% | -20.3% | +221.1% | +192.7% |
| 5Y | +438.6% | -10.9% | +449.5% | +369.9% |
| All | +438.6% | -11.1% | +449.7% | +369.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling