-79.9%
SMR vs PWR
+34.5%
-114.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -2.7% |
| 7D | -8.3% | +11.3% | -19.6% | -16.4% |
| 30D | -20.1% | -8.9% | -11.2% | -14.7% |
| 3M | -52.7% | -10.5% | -42.2% | -49.6% |
| 6M | -61.0% | -22.2% | -38.9% | -51.6% |
| YTD | -67.1% | +42.7% | -109.9% | -82.8% |
| 1Y | -79.9% | +41.1% | -121.0% | -89.2% |
| All | -79.9% | +34.5% | -114.4% | -89.2% |
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