+2,221.0%
PWR vs VEEV
+596.9%
+1,624.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.7% | +6.1% | +3.0% |
| 7D | +4.5% | -5.2% | +9.7% | +5.4% |
| 30D | -4.9% | +14.9% | -19.8% | -7.4% |
| 3M | -7.9% | +58.4% | -66.2% | -15.7% |
| 6M | +18.3% | +35.5% | -17.1% | +10.6% |
| YTD | +51.5% | +18.6% | +32.9% | +44.7% |
| 1Y | +70.3% | -6.3% | +76.7% | +70.2% |
| 3Y | +210.6% | +20.2% | +190.4% | +190.0% |
| 5Y | +456.7% | -13.8% | +470.5% | +437.2% |
| 10Y | +2,396.1% | +542.0% | +1,854.0% | +1,532.9% |
| All | +2,221.0% | +596.9% | +1,624.0% | +1,315.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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