-48.0%
SE vs PWR
+34.5%
-82.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | -1.5% | +19.1% | -20.5% | -3.0% |
| 30D | -22.3% | -12.0% | -10.3% | -22.3% |
| 3M | -41.8% | -10.6% | -31.2% | -41.8% |
| 6M | -22.4% | -20.8% | -1.6% | -20.7% |
| YTD | -41.6% | +43.7% | -85.3% | -52.0% |
| 1Y | -48.0% | +35.0% | -83.0% | -56.2% |
| All | -48.0% | +34.5% | -82.5% | -56.2% |
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