+206.9%
PWR vs VRSN
+41.8%
+165.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -1.8% |
| 7D | +2.7% | -1.0% | +3.7% | +2.6% |
| 30D | -5.1% | -1.9% | -3.2% | -5.1% |
| 3M | -9.4% | +1.4% | -10.7% | -8.9% |
| 6M | +10.4% | +19.0% | -8.6% | +8.4% |
| YTD | +48.6% | +19.2% | +29.4% | +45.6% |
| 1Y | +68.0% | +1.7% | +66.3% | +70.8% |
| All | +206.9% | +41.8% | +165.1% | +180.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 3y: compounded portfolio wealth divided by compounded VRSN 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…
3y analysis · Full analysis span regression · 6 months rolling