+186.8%
SO vs PWR
+1,915.1%
-1,728.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.4% | -8.0% | +0.2% |
| 7D | -1.1% | -4.8% | +3.7% | -0.8% |
| 30D | +8.6% | -16.2% | +24.8% | +10.5% |
| 3M | +1.8% | -11.9% | +13.7% | +2.8% |
| 6M | +3.6% | -20.6% | +24.2% | +5.6% |
| YTD | +9.9% | +40.3% | -30.3% | +2.8% |
| 1Y | +5.7% | +33.0% | -27.3% | -0.5% |
| 3Y | +52.5% | +250.0% | -197.5% | +16.4% |
| 5Y | +77.3% | +404.2% | -326.8% | +22.3% |
| 10Y | +186.8% | +1,865.8% | -1,679.0% | +36.7% |
| All | +186.8% | +1,915.1% | -1,728.3% | +36.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling