+2,425.3%
PWR vs URI
+1,196.9%
+1,228.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -2.5% |
| 7D | +2.7% | +5.0% | -2.3% | +0.3% |
| 30D | -5.1% | -9.4% | +4.3% | -0.7% |
| 3M | -9.4% | -5.8% | -3.6% | -7.0% |
| 6M | +10.4% | +25.8% | -15.4% | -2.6% |
| YTD | +48.6% | +27.9% | +20.8% | +28.1% |
| 1Y | +68.0% | +9.7% | +58.3% | +55.2% |
| 3Y | +204.7% | +128.0% | +76.7% | +90.5% |
| 5Y | +451.9% | +212.4% | +239.5% | +184.5% |
| 10Y | +2,425.3% | +1,271.8% | +1,153.5% | +535.5% |
| All | +2,425.3% | +1,196.9% | +1,228.4% | +535.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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