+953.3%
TER vs PWR
+6,979.4%
-6,026.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -12.3% | -2.9% | -10.5% |
| 7D | -28.2% | -19.9% | -8.3% | -21.6% |
| 30D | -50.6% | -29.3% | -21.3% | -43.4% |
| 3M | -45.3% | -25.5% | -19.9% | -38.4% |
| 6M | -40.4% | -34.0% | -6.4% | -28.6% |
| YTD | +10.0% | +20.7% | -10.6% | +6.6% |
| 1Y | +13.6% | +12.3% | +1.3% | +13.2% |
| 3Y | +145.2% | +201.9% | -56.7% | +70.8% |
| 5Y | +50.4% | +336.8% | -286.4% | -8.2% |
| 10Y | +882.9% | +1,748.9% | -865.9% | +261.7% |
| All | +953.3% | +6,979.4% | -6,026.2% | +76.2% |
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