+469.4%
PWR vs TRU
-35.6%
+505.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.2% | +4.9% |
| 7D | +4.2% | -2.7% | +6.9% | +4.9% |
| 30D | -4.0% | -2.0% | -2.0% | -3.8% |
| 3M | -4.8% | +18.4% | -23.2% | -10.8% |
| 6M | +14.6% | +8.9% | +5.8% | +9.3% |
| YTD | +54.2% | -8.9% | +63.2% | +54.2% |
| 1Y | +67.1% | -15.9% | +83.0% | +70.9% |
| 3Y | +218.5% | -1.1% | +219.5% | +195.5% |
| All | +469.4% | -35.6% | +505.0% | +590.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling