-6.0%
U vs PWR
+69.6%
-75.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +2.1% |
| 7D | +4.5% | +4.5% | -0.1% | +3.6% |
| 30D | -0.6% | -4.9% | +4.3% | +0.2% |
| 3M | +48.4% | -7.9% | +56.3% | +49.5% |
| 6M | +115.4% | +18.3% | +97.0% | +90.1% |
| YTD | -3.2% | +51.5% | -54.7% | -26.2% |
| 1Y | -6.0% | +70.3% | -76.4% | -25.4% |
| All | -6.0% | +69.6% | -75.7% | -25.4% |
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