+1,667.6%
TER vs PWR
+8,583.6%
-6,915.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.7% | +4.8% | +5.2% |
| 7D | +0.6% | +3.6% | -3.0% | -0.7% |
| 30D | -8.3% | -8.6% | +0.3% | -4.9% |
| 3M | -12.2% | -13.2% | +0.9% | -5.9% |
| 6M | +17.1% | +9.9% | +7.2% | +16.0% |
| YTD | +84.7% | +48.0% | +36.6% | +64.6% |
| 1Y | +199.9% | +66.2% | +133.8% | +157.8% |
| 3Y | +232.8% | +195.1% | +37.7% | +130.2% |
| 5Y | +198.6% | +442.6% | -244.0% | +66.8% |
| 10Y | +1,669.7% | +2,334.2% | -664.5% | +485.8% |
| All | +1,667.6% | +8,583.6% | -6,915.9% | +172.1% |
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