+67.1%
PWR vs TRU
-13.7%
+80.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.2% | +5.3% |
| 7D | +4.2% | -2.7% | +6.9% | +3.8% |
| 30D | -4.0% | -2.0% | -2.0% | -4.2% |
| 3M | -4.8% | +18.4% | -23.2% | -4.4% |
| 6M | +14.6% | +8.9% | +5.8% | +15.2% |
| YTD | +54.2% | -8.9% | +63.2% | +56.7% |
| 1Y | +67.1% | -15.9% | +83.0% | +69.9% |
| All | +67.1% | -13.7% | +80.8% | +69.9% |
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