+441.0%
TEAM vs PWR
+1,818.7%
-1,377.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -3.7% |
| 7D | -22.2% | -11.2% | -11.0% | -20.4% |
| 30D | -28.1% | -17.4% | -10.7% | -25.4% |
| 3M | -2.2% | -11.7% | +9.6% | -0.8% |
| 6M | +62.2% | -21.7% | +83.9% | +66.8% |
| YTD | -8.4% | +38.3% | -46.6% | -24.5% |
| 1Y | -6.6% | +29.6% | -36.2% | -21.4% |
| 3Y | -15.7% | +236.1% | -251.8% | -52.4% |
| 5Y | -65.7% | +406.3% | -472.1% | -83.3% |
| 10Y | +441.0% | +1,796.7% | -1,355.8% | +79.0% |
| All | +441.0% | +1,818.7% | -1,377.8% | +79.0% |
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 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