+8,652.1%
STX vs PWR
+15,982.5%
-7,330.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.3% | -7.4% | -3.6% |
| 7D | -28.5% | -12.9% | -15.6% | -24.4% |
| 30D | -42.9% | -22.8% | -20.1% | -36.8% |
| 3M | -45.9% | -19.0% | -26.9% | -41.4% |
| 6M | -41.3% | -31.1% | -10.2% | -31.9% |
| YTD | +67.9% | +28.2% | +39.7% | +56.0% |
| 1Y | +66.5% | +22.2% | +44.3% | +57.7% |
| 3Y | +588.0% | +222.1% | +365.8% | +356.1% |
| 5Y | +449.1% | +364.1% | +85.0% | +213.6% |
| 10Y | +1,982.8% | +1,864.5% | +118.3% | +602.3% |
| All | +8,652.1% | +15,982.5% | -7,330.4% | +2,072.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling