+90.1%
STM vs PWR
+28.2%
+61.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +1.3% |
| 7D | -7.9% | -11.2% | +3.3% | -0.8% |
| 30D | -14.1% | -17.4% | +3.3% | -3.3% |
| 3M | -17.6% | -11.7% | -5.9% | -11.0% |
| 6M | -24.2% | -21.7% | -2.5% | -12.5% |
| YTD | +73.3% | +38.3% | +35.0% | +60.2% |
| 1Y | +90.1% | +29.6% | +60.5% | +78.5% |
| All | +90.1% | +28.2% | +61.9% | +78.5% |
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