+443.6%
STX vs PWR
+348.7%
+94.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.3% | -7.4% | -4.7% |
| 7D | -28.5% | -12.9% | -15.6% | -22.6% |
| 30D | -42.9% | -22.8% | -20.1% | -34.0% |
| 3M | -45.9% | -19.0% | -26.9% | -39.4% |
| 6M | -41.3% | -31.1% | -10.2% | -28.2% |
| YTD | +67.9% | +28.2% | +39.7% | +53.3% |
| 1Y | +66.5% | +22.2% | +44.3% | +55.8% |
| 3Y | +588.0% | +222.1% | +365.8% | +322.7% |
| All | +443.6% | +348.7% | +94.9% | +193.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling