+12.8%
TEAM vs PWR
+66.5%
-53.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -2.4% |
| 7D | -0.4% | +3.6% | -4.0% | +0.8% |
| 30D | +67.3% | -8.6% | +75.9% | +61.9% |
| 3M | +86.8% | -13.2% | +99.9% | +81.5% |
| 6M | +146.8% | +9.9% | +136.9% | +155.8% |
| YTD | +16.9% | +48.0% | -31.1% | +25.6% |
| 1Y | +12.8% | +66.2% | -53.4% | +30.1% |
| All | +12.8% | +66.5% | -53.7% | +30.1% |
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