+202.9%
PWR vs TRU
-2.2%
+205.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -0.2% | -9.4% | +9.2% | +1.4% |
| 30D | -7.7% | -4.1% | -3.6% | -7.3% |
| 3M | -4.9% | +13.6% | -18.5% | -8.6% |
| 6M | +9.7% | +3.6% | +6.2% | +7.2% |
| YTD | +46.7% | -9.8% | +56.5% | +47.6% |
| 1Y | +58.7% | -13.6% | +72.4% | +61.0% |
| All | +202.9% | -2.2% | +205.1% | +213.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling