+2,108.4%
STX vs PWR
+1,887.5%
+220.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +4.3% | +5.7% | +7.8% |
| 7D | -1.0% | +4.7% | -5.7% | -2.7% |
| 30D | -26.8% | -12.5% | -14.3% | -21.3% |
| 3M | -32.7% | -9.3% | -23.4% | -29.2% |
| 6M | -33.7% | -22.2% | -11.6% | -24.4% |
| YTD | +101.0% | +44.2% | +56.8% | +72.1% |
| 1Y | +92.7% | +35.5% | +57.2% | +70.1% |
| 3Y | +708.7% | +250.4% | +458.3% | +356.8% |
| 5Y | +504.0% | +425.6% | +78.4% | +175.0% |
| 10Y | +2,108.4% | +1,874.2% | +234.1% | +404.4% |
| All | +2,108.4% | +1,887.5% | +220.8% | +404.4% |
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