+366.2%
STX vs PWR
+67.5%
+298.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.2% | -0.4% |
| 7D | +9.6% | +2.7% | +6.9% | +7.2% |
| 30D | +10.6% | -5.1% | +15.7% | +16.2% |
| 3M | +4.8% | -9.4% | +14.2% | +16.2% |
| 6M | +137.3% | +10.4% | +126.8% | +122.9% |
| YTD | +222.5% | +48.6% | +173.8% | +127.1% |
| 1Y | +366.2% | +68.0% | +298.2% | +219.2% |
| All | +366.2% | +67.5% | +298.7% | +219.2% |
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