-22.9%
SPOT vs PWR
+66.5%
-89.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.7% | -3.9% | -3.1% |
| 7D | -0.9% | +3.6% | -4.5% | -0.6% |
| 30D | +12.5% | -8.6% | +21.1% | +11.7% |
| 3M | +9.9% | -13.2% | +23.1% | +9.5% |
| 6M | +1.6% | +9.9% | -8.3% | -0.2% |
| YTD | -6.6% | +48.0% | -54.6% | -10.3% |
| 1Y | -22.9% | +66.2% | -89.1% | -25.8% |
| All | -22.9% | +66.5% | -89.5% | -25.8% |
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 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