+210.6%
PWR vs Z
-37.5%
+248.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.4% | +8.8% | +3.2% |
| 7D | +4.5% | -3.3% | +7.8% | +4.9% |
| 30D | -4.9% | -3.7% | -1.2% | -4.7% |
| 3M | -7.9% | -7.0% | -0.9% | -7.5% |
| 6M | +18.3% | -29.5% | +47.9% | +24.9% |
| YTD | +51.5% | -52.6% | +104.1% | +72.4% |
| 1Y | +70.3% | -64.0% | +134.3% | +105.8% |
| 3Y | +210.6% | -36.4% | +247.0% | +259.5% |
| All | +210.6% | -37.5% | +248.1% | +259.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling