+41.8%
SPOT vs PWR
-30.1%
+71.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.3% | -8.1% | -0.2% |
| 7D | +1.6% | -12.9% | +14.5% | -1.9% |
| 30D | +17.6% | -22.8% | +40.4% | +10.8% |
| 3M | +26.9% | -19.0% | +45.9% | +21.9% |
| 6M | +41.8% | -31.1% | +72.9% | +36.8% |
| All | +41.8% | -30.1% | +71.9% | +36.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling