+66.2%
PWR vs TRU
-7.3%
+73.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.9% | +6.6% | -0.2% |
| 7D | +3.6% | -6.8% | +10.4% | +2.6% |
| 30D | -8.6% | 0.0% | -8.6% | -8.5% |
| 3M | -13.2% | +13.3% | -26.5% | -12.2% |
| 6M | +9.9% | +3.4% | +6.5% | +11.3% |
| YTD | +48.0% | -6.4% | +54.4% | +50.5% |
| 1Y | +66.2% | -9.7% | +75.9% | +65.7% |
| All | +66.2% | -7.3% | +73.5% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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