+5,316.2%
PWR vs TRI
+509.5%
+4,806.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.3% |
| 7D | +4.2% | -7.9% | +12.1% | +8.5% |
| 30D | -4.0% | -4.5% | +0.5% | -2.9% |
| 3M | -4.8% | +22.1% | -26.9% | -19.4% |
| 6M | +14.6% | -2.8% | +17.4% | +6.8% |
| YTD | +54.2% | -23.4% | +77.6% | +60.4% |
| 1Y | +67.1% | -41.5% | +108.6% | +105.2% |
| 3Y | +218.5% | -19.2% | +237.7% | +205.9% |
| 5Y | +466.3% | -9.4% | +475.7% | +397.8% |
| 10Y | +2,520.4% | +195.6% | +2,324.8% | +886.9% |
| All | +5,316.2% | +509.5% | +4,806.7% | +832.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling