+589.4%
SE vs PWR
+1,604.9%
-1,015.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.2% |
| 7D | -6.1% | +3.6% | -9.7% | -7.5% |
| 30D | -2.5% | -8.6% | +6.1% | +1.0% |
| 3M | +21.7% | -13.2% | +34.9% | +26.5% |
| 6M | +27.0% | +9.9% | +17.1% | +15.8% |
| YTD | -12.1% | +48.0% | -60.2% | -31.2% |
| 1Y | -40.9% | +66.2% | -107.1% | -56.6% |
| 3Y | +191.0% | +195.1% | -4.1% | +53.7% |
| 5Y | -68.3% | +442.6% | -510.8% | -87.8% |
| All | +589.4% | +1,604.9% | -1,015.6% | +47.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling