-12.5%
TLT vs PWR
+1,915.1%
-1,927.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.4% | -9.3% | +0.6% |
| 7D | +0.3% | -4.8% | +5.1% | +0.1% |
| 30D | +5.1% | -16.2% | +21.3% | +4.2% |
| 3M | -0.2% | -11.9% | +11.8% | -0.7% |
| 6M | -2.9% | -20.6% | +17.7% | -3.8% |
| YTD | -2.7% | +40.3% | -42.9% | +0.3% |
| 1Y | -4.6% | +33.0% | -37.6% | -2.0% |
| 3Y | +6.1% | +250.0% | -243.9% | +19.1% |
| 5Y | -35.1% | +404.2% | -439.3% | -22.8% |
| 10Y | -12.5% | +1,865.8% | -1,878.3% | +36.6% |
| All | -12.5% | +1,915.1% | -1,927.6% | +36.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling