+1,184.4%
STX vs PWR
+195.8%
+988.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.7% | +5.6% | +5.9% |
| 7D | +2.4% | +3.6% | -1.2% | +0.2% |
| 30D | +1.4% | -8.6% | +10.0% | +7.0% |
| 3M | -8.2% | -13.2% | +4.9% | +0.4% |
| 6M | +127.0% | +9.9% | +117.1% | +121.0% |
| YTD | +209.1% | +48.0% | +161.1% | +160.7% |
| 1Y | +365.4% | +66.2% | +299.3% | +278.3% |
| All | +1,184.4% | +195.8% | +988.6% | +730.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling