+365.7%
SE vs PWR
+1,376.9%
-1,011.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.3% | -6.1% | -2.4% |
| 7D | +2.0% | -12.9% | +14.9% | +6.9% |
| 30D | -20.0% | -22.8% | +2.8% | -12.0% |
| 3M | -31.8% | -19.0% | -12.8% | -27.0% |
| 6M | -15.9% | -31.1% | +15.2% | -5.5% |
| YTD | -40.6% | +28.2% | -68.9% | -51.5% |
| 1Y | -50.7% | +22.2% | -72.9% | -58.7% |
| 3Y | +70.3% | +222.1% | -151.8% | -16.4% |
| 5Y | -78.8% | +364.1% | -442.9% | -91.4% |
| All | +365.7% | +1,376.9% | -1,011.2% | +3.8% |
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