+7,256.3%
PWR vs URI
+3,942.4%
+3,313.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.1% | +5.1% | +5.9% |
| 7D | -12.9% | -9.8% | -3.1% | -9.5% |
| 30D | -22.8% | +1.7% | -24.6% | -23.1% |
| 3M | -19.0% | -9.1% | -9.9% | -16.2% |
| 6M | -31.1% | +9.9% | -41.0% | -33.2% |
| YTD | +28.3% | +31.2% | -3.0% | +15.0% |
| 1Y | +22.2% | +25.9% | -3.7% | +11.2% |
| 3Y | +222.2% | +147.4% | +74.8% | +129.7% |
| 5Y | +364.2% | +179.7% | +184.4% | +213.0% |
| 10Y | +1,864.8% | +1,419.5% | +445.3% | +641.3% |
| All | +7,256.3% | +3,942.4% | +3,313.9% | +1,390.1% |
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