-14.3%
TEAM vs PWR
+247.1%
-261.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.5% |
| 7D | -2.4% | +11.3% | -13.7% | -2.7% |
| 30D | -26.7% | -8.9% | -17.9% | -26.3% |
| 3M | -9.6% | -10.5% | +0.9% | -9.1% |
| 6M | +86.0% | -22.2% | +108.2% | +91.3% |
| YTD | -7.5% | +42.7% | -50.2% | -20.7% |
| 1Y | -1.4% | +41.1% | -42.5% | -15.4% |
| 3Y | -14.3% | +242.7% | -257.1% | -51.0% |
| All | -14.3% | +247.1% | -261.4% | -51.0% |
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 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