+2,132.7%
PWR vs TRU
+228.6%
+1,904.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.8% | +5.1% | +3.3% |
| 7D | +4.5% | -7.2% | +11.7% | +7.1% |
| 30D | -4.9% | -2.8% | -2.1% | -4.3% |
| 3M | -7.9% | +13.0% | -20.9% | -13.6% |
| 6M | +18.3% | +0.7% | +17.7% | +14.6% |
| YTD | +51.5% | -9.0% | +60.5% | +50.6% |
| 1Y | +70.3% | -16.3% | +86.6% | +73.7% |
| 3Y | +210.6% | -1.1% | +211.7% | +179.4% |
| 5Y | +456.7% | -36.0% | +492.7% | +498.7% |
| 10Y | +2,396.1% | +139.9% | +2,256.2% | +1,447.8% |
| All | +2,132.7% | +228.6% | +1,904.1% | +1,152.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling