+62.5%
SLB vs PWR
+348.7%
-286.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.3% | -5.7% | -1.0% |
| 7D | -7.1% | -12.9% | +5.8% | -4.3% |
| 30D | +4.1% | -22.8% | +26.9% | +10.3% |
| 3M | -2.6% | -19.0% | +16.4% | +1.6% |
| 6M | -8.6% | -31.1% | +22.6% | -0.9% |
| YTD | +32.2% | +28.2% | +4.0% | +17.8% |
| 1Y | +40.7% | +22.2% | +18.4% | +26.9% |
| 3Y | -4.5% | +222.1% | -226.6% | -43.6% |
| All | +62.5% | +348.7% | -286.2% | -14.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling