-50.5%
SE vs PWR
+28.2%
-78.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.4% |
| 7D | 0.0% | -11.2% | +11.3% | +0.6% |
| 30D | -19.4% | -17.4% | -2.0% | -18.9% |
| 3M | -33.1% | -11.7% | -21.4% | -32.9% |
| 6M | -11.4% | -21.7% | +10.3% | -10.0% |
| YTD | -39.8% | +38.3% | -78.1% | -50.7% |
| 1Y | -50.5% | +29.6% | -80.0% | -58.4% |
| All | -50.5% | +28.2% | -78.7% | -58.4% |
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