+199.8%
TER vs PWR
+66.5%
+133.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +4.7% |
| 7D | +0.6% | +3.6% | -3.0% | -3.4% |
| 30D | -8.3% | -8.6% | +0.3% | +1.7% |
| 3M | -12.2% | -13.2% | +0.9% | +6.3% |
| 6M | +17.0% | +9.9% | +7.1% | +10.4% |
| YTD | +84.6% | +48.0% | +36.6% | +29.0% |
| 1Y | +199.8% | +66.2% | +133.6% | +92.3% |
| All | +199.8% | +66.5% | +133.3% | +92.3% |
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