+631.8%
TEAM vs PWR
+2,624.6%
-1,992.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +6.3% | -22.4% | -17.7% |
| 7D | -19.8% | -12.9% | -7.0% | -17.6% |
| 30D | -21.5% | -22.8% | +1.3% | -17.0% |
| 3M | +39.5% | -19.0% | +58.5% | +44.8% |
| 6M | +73.1% | -31.1% | +104.2% | +84.5% |
| YTD | -5.2% | +28.3% | -33.5% | -20.6% |
| 1Y | -1.6% | +22.2% | -23.8% | -16.3% |
| 3Y | -11.4% | +222.2% | -233.6% | -49.9% |
| 5Y | -65.1% | +364.2% | -429.2% | -82.7% |
| 10Y | +471.3% | +1,864.8% | -1,393.5% | +69.6% |
| All | +631.8% | +2,624.6% | -1,992.8% | +75.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling