-48.8%
SE vs PWR
+31.4%
-80.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -11.7% | +16.1% | +5.2% |
| 7D | +6.7% | -4.4% | +11.0% | +6.6% |
| 30D | -17.2% | -15.1% | -2.1% | -16.7% |
| 3M | -28.0% | -16.2% | -11.8% | -27.5% |
| 6M | -6.1% | -23.3% | +17.2% | -3.8% |
| YTD | -37.1% | +37.6% | -74.7% | -48.8% |
| 1Y | -48.8% | +32.4% | -81.2% | -58.1% |
| All | -48.8% | +31.4% | -80.2% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling