+1,780.4%
TRV vs PWR
+8,356.0%
-6,575.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -1.1% |
| 7D | -2.4% | +4.7% | -7.1% | -3.4% |
| 30D | +7.5% | -12.5% | +20.0% | +9.1% |
| 3M | +6.7% | -9.3% | +16.0% | +7.4% |
| 6M | +35.5% | -22.2% | +57.6% | +38.8% |
| YTD | +39.3% | +44.2% | -4.9% | +26.8% |
| 1Y | +41.8% | +35.5% | +6.3% | +30.3% |
| 3Y | +147.3% | +250.4% | -103.1% | +86.3% |
| 5Y | +178.3% | +425.6% | -247.3% | +91.0% |
| 10Y | +348.3% | +1,874.2% | -1,525.9% | +137.9% |
| All | +1,780.4% | +8,356.0% | -6,575.6% | +673.0% |
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