-50.7%
SE vs PWR
+19.4%
-70.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.3% | -6.1% | -0.4% |
| 7D | +2.0% | -12.9% | +14.9% | +2.7% |
| 30D | -20.0% | -22.8% | +2.8% | -19.0% |
| 3M | -31.8% | -19.0% | -12.8% | -31.0% |
| 6M | -15.9% | -31.1% | +15.2% | -12.6% |
| YTD | -40.6% | +28.3% | -68.9% | -51.2% |
| 1Y | -50.7% | +22.2% | -72.9% | -59.0% |
| All | -50.7% | +19.4% | -70.1% | -59.0% |
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