+76.4%
SLB vs PWR
+411.6%
-335.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.7% |
| 7D | +3.5% | +11.3% | -7.8% | +0.7% |
| 30D | +6.5% | -8.9% | +15.4% | +8.2% |
| 3M | -0.2% | -10.5% | +10.3% | +1.5% |
| 6M | -5.7% | -22.2% | +16.4% | -1.1% |
| YTD | +36.8% | +42.7% | -5.9% | +18.7% |
| 1Y | +45.8% | +41.1% | +4.7% | +26.6% |
| 3Y | +3.4% | +242.7% | -239.4% | -39.3% |
| All | +76.4% | +411.6% | -335.2% | -9.8% |
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 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