+2.2%
TEAM vs PWR
+69.6%
-67.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.3% | -9.3% | -6.1% |
| 7D | -5.7% | +4.5% | -10.2% | -4.1% |
| 30D | +18.3% | -4.9% | +23.2% | +16.4% |
| 3M | +80.2% | -7.9% | +88.1% | +78.7% |
| 6M | +111.0% | +18.3% | +92.6% | +122.7% |
| YTD | +8.8% | +51.5% | -42.7% | +17.6% |
| 1Y | +2.2% | +70.3% | -68.2% | +17.3% |
| All | +2.2% | +69.6% | -67.5% | +17.3% |
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