+475.2%
TEAM vs PWR
+2,399.9%
-1,924.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.3% | -9.3% | -7.6% |
| 7D | -5.7% | +4.5% | -10.2% | -6.8% |
| 30D | +18.3% | -4.9% | +23.2% | +19.5% |
| 3M | +80.2% | -7.9% | +88.1% | +80.9% |
| 6M | +111.0% | +18.3% | +92.6% | +90.9% |
| YTD | +8.8% | +51.5% | -42.7% | -11.1% |
| 1Y | +2.2% | +70.3% | -68.2% | -21.0% |
| 3Y | -14.6% | +210.6% | -225.2% | -49.0% |
| 5Y | -53.8% | +456.7% | -510.5% | -77.6% |
| 10Y | +475.2% | +2,396.1% | -1,920.9% | +65.8% |
| All | +475.2% | +2,399.9% | -1,924.7% | +65.8% |
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 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