+93.6%
STX vs PWR
+34.5%
+59.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | +16.8% | +19.1% | -2.2% | +1.1% |
| 30D | -27.0% | -12.0% | -15.0% | -19.0% |
| 3M | -37.9% | -10.6% | -27.3% | -32.5% |
| 6M | -32.5% | -20.8% | -11.7% | -17.8% |
| YTD | +98.6% | +43.7% | +54.9% | +36.6% |
| 1Y | +93.6% | +35.0% | +58.6% | +42.7% |
| All | +93.6% | +34.5% | +59.1% | +42.7% |
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