+8,390.6%
PWR vs URI
+3,767.3%
+4,623.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.2% |
| 7D | +3.6% | -2.0% | +5.6% | +4.2% |
| 30D | -8.6% | -12.9% | +4.4% | -4.3% |
| 3M | -13.2% | -6.7% | -6.4% | -11.2% |
| 6M | +9.9% | +19.0% | -9.1% | +2.6% |
| YTD | +48.0% | +25.5% | +22.5% | +34.5% |
| 1Y | +66.2% | +5.5% | +60.6% | +59.5% |
| 3Y | +195.1% | +111.3% | +83.8% | +121.3% |
| 5Y | +442.6% | +198.6% | +244.0% | +257.2% |
| 10Y | +2,334.2% | +1,179.9% | +1,154.3% | +862.8% |
| All | +8,390.6% | +3,767.3% | +4,623.3% | +1,642.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling