+360.6%
T vs PWR
+7,422.2%
-7,061.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.3% | -7.1% | -1.6% |
| 7D | +1.0% | -12.9% | +13.9% | +2.3% |
| 30D | -10.6% | -22.8% | +12.2% | -8.4% |
| 3M | -7.7% | -19.0% | +11.3% | -6.1% |
| 6M | -13.3% | -31.1% | +17.8% | -10.7% |
| YTD | -8.8% | +28.2% | -37.0% | -13.2% |
| 1Y | -8.4% | +22.2% | -30.6% | -12.5% |
| 3Y | +59.6% | +222.1% | -162.5% | +32.0% |
| 5Y | +52.1% | +364.1% | -312.0% | +18.2% |
| 10Y | +56.9% | +1,864.5% | -1,807.6% | -0.5% |
| All | +360.6% | +7,422.2% | -7,061.6% | +103.0% |
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