+311.5%
SPY vs PWR
+2,399.9%
-2,088.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.9% | -1.3% |
| 7D | +0.5% | +4.5% | -4.0% | -0.9% |
| 30D | -0.9% | -4.9% | +3.9% | +0.4% |
| 3M | +3.9% | -7.9% | +11.8% | +5.4% |
| 6M | +14.5% | +18.3% | -3.8% | +5.9% |
| YTD | +12.9% | +51.5% | -38.6% | -4.5% |
| 1Y | +19.4% | +70.3% | -51.0% | -3.6% |
| 3Y | +78.5% | +210.6% | -132.1% | +11.7% |
| 5Y | +81.8% | +456.7% | -374.9% | -11.0% |
| 10Y | +311.5% | +2,396.1% | -2,084.6% | +3.1% |
| All | +311.5% | +2,399.9% | -2,088.4% | +3.1% |
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