+1,865.8%
PWR vs URI
+1,313.6%
+552.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.9% | +2.5% | +6.1% |
| 7D | -4.8% | -4.0% | -0.8% | -2.3% |
| 30D | -16.2% | +6.8% | -23.0% | -18.4% |
| 3M | -11.9% | -2.8% | -9.1% | -10.5% |
| 6M | -20.6% | +20.9% | -41.4% | -27.4% |
| YTD | +40.3% | +40.2% | 0.0% | +15.9% |
| 1Y | +33.0% | +34.1% | -1.1% | +12.4% |
| 3Y | +250.0% | +164.1% | +85.9% | +103.2% |
| 5Y | +404.2% | +199.3% | +204.8% | +164.3% |
| 10Y | +1,865.8% | +1,218.8% | +647.0% | +357.4% |
| All | +1,865.8% | +1,313.6% | +552.2% | +357.4% |
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