-8.4%
TEAM vs PWR
+201.3%
-209.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -2.7% |
| 7D | -0.4% | +3.6% | -4.0% | -0.8% |
| 30D | +67.3% | -8.6% | +75.9% | +68.4% |
| 3M | +86.8% | -13.2% | +99.9% | +89.8% |
| 6M | +146.8% | +9.9% | +136.9% | +133.1% |
| YTD | +16.9% | +48.0% | -31.1% | -1.0% |
| 1Y | +12.8% | +66.2% | -53.4% | -9.8% |
| All | -8.4% | +201.3% | -209.7% | -41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling