+2,425.3%
PWR vs Z
-5.7%
+2,431.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | +2.7% | -7.1% | +9.7% | +3.9% |
| 30D | -5.1% | -4.8% | -0.4% | -4.7% |
| 3M | -9.4% | -9.3% | 0.0% | -8.7% |
| 6M | +10.4% | -29.0% | +39.4% | +16.0% |
| YTD | +48.6% | -52.9% | +101.5% | +67.6% |
| 1Y | +68.0% | -63.1% | +131.2% | +97.7% |
| 3Y | +204.7% | -36.9% | +241.6% | +214.2% |
| 5Y | +451.9% | -65.5% | +517.4% | +499.5% |
| 10Y | +2,425.3% | -3.9% | +2,429.2% | +1,896.2% |
| All | +2,425.3% | -5.7% | +2,431.0% | +1,896.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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