-8.4%
T vs PWR
+19.4%
-27.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.3% | -7.1% | 0.0% |
| 7D | +1.0% | -12.9% | +13.9% | -0.8% |
| 30D | -10.6% | -22.8% | +12.2% | -13.6% |
| 3M | -7.7% | -19.0% | +11.3% | -10.1% |
| 6M | -13.3% | -31.1% | +17.8% | -16.3% |
| YTD | -8.8% | +28.3% | -37.0% | -4.1% |
| 1Y | -8.4% | +22.2% | -30.6% | -4.3% |
| All | -8.4% | +19.4% | -27.8% | -4.3% |
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