+1,796.7%
PWR vs URA
+289.1%
+1,507.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +2.5% | +5.3% | +6.8% |
| 7D | -11.2% | +0.3% | -11.5% | -11.0% |
| 30D | -17.4% | -14.8% | -2.6% | -11.4% |
| 3M | -11.7% | -25.3% | +13.6% | -0.7% |
| 6M | -21.7% | -39.9% | +18.2% | -4.1% |
| YTD | +38.3% | -22.4% | +60.7% | +50.6% |
| 1Y | +29.6% | -29.0% | +58.6% | +46.1% |
| 3Y | +236.1% | +41.0% | +195.2% | +175.9% |
| 5Y | +406.3% | +38.3% | +368.0% | +300.5% |
| 10Y | +1,796.7% | +276.1% | +1,520.7% | +764.3% |
| All | +1,796.7% | +289.1% | +1,507.7% | +764.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling