+3,467.5%
PWR vs URA
-31.1%
+3,498.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | +3.6% | +1.1% | +2.5% | +3.1% |
| 30D | -8.6% | +7.4% | -16.0% | -11.6% |
| 3M | -13.2% | -8.4% | -4.8% | -10.5% |
| 6M | +9.9% | -12.7% | +22.6% | +14.9% |
| YTD | +48.0% | +7.8% | +40.2% | +40.7% |
| 1Y | +66.2% | +19.5% | +46.7% | +49.6% |
| 3Y | +195.1% | +116.4% | +78.7% | +103.7% |
| 5Y | +442.6% | +134.3% | +308.3% | +241.2% |
| 10Y | +2,334.2% | +359.3% | +1,975.0% | +970.6% |
| All | +3,467.5% | -31.1% | +3,498.6% | +2,708.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling