+1,796.7%
PWR vs URI
+1,189.1%
+607.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.6% | -0.4% |
| 7D | -11.2% | -6.0% | -5.3% | -8.1% |
| 30D | -17.4% | +4.6% | -22.0% | -18.8% |
| 3M | -11.7% | -2.7% | -9.0% | -10.4% |
| 6M | -21.7% | +18.4% | -40.1% | -27.7% |
| YTD | +38.3% | +37.4% | +0.9% | +15.4% |
| 1Y | +29.6% | +30.4% | -0.8% | +11.0% |
| 3Y | +236.1% | +147.9% | +88.2% | +101.4% |
| 5Y | +406.3% | +202.1% | +204.3% | +164.3% |
| 10Y | +1,796.7% | +1,182.4% | +614.3% | +349.0% |
| All | +1,796.7% | +1,189.1% | +607.6% | +349.0% |
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