+58.8%
T vs PWR
+1,818.7%
-1,759.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.1% | +0.8% |
| 7D | +2.6% | -11.2% | +13.8% | +3.6% |
| 30D | -1.1% | -17.4% | +16.3% | +0.5% |
| 3M | -7.7% | -11.7% | +4.0% | -7.1% |
| 6M | -10.6% | -21.7% | +11.1% | -9.1% |
| YTD | -7.5% | +38.3% | -45.7% | -14.0% |
| 1Y | -7.4% | +29.6% | -37.0% | -13.2% |
| 3Y | +63.1% | +236.1% | -173.1% | +21.1% |
| 5Y | +55.2% | +406.3% | -351.2% | -0.3% |
| 10Y | +58.8% | +1,796.7% | -1,737.9% | -35.4% |
| All | +58.8% | +1,818.7% | -1,759.9% | -35.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling