+58.7%
PWR vs UL
-10.0%
+68.7%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.7% |
| 7D | -0.2% | -4.1% | +3.8% | -1.4% |
| 30D | -7.7% | -1.2% | -6.5% | -8.0% |
| 3M | -4.9% | +6.0% | -10.9% | -4.2% |
| 6M | +9.7% | -5.5% | +15.2% | +8.5% |
| YTD | +46.7% | -3.3% | +50.0% | +47.7% |
| 1Y | +58.7% | -9.8% | +68.5% | +59.4% |
| All | +58.7% | -10.0% | +68.7% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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