+16.7%
U vs PWR
+28.2%
-11.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -2.0% |
| 7D | +24.4% | -11.2% | +35.6% | +26.0% |
| 30D | +7.4% | -17.4% | +24.8% | +10.2% |
| 3M | +16.8% | -11.7% | +28.5% | +18.1% |
| 6M | +78.8% | -21.7% | +100.5% | +83.7% |
| YTD | +14.0% | +38.3% | -24.3% | -11.9% |
| 1Y | +16.7% | +29.6% | -12.9% | -4.3% |
| All | +16.7% | +28.2% | -11.5% | -4.3% |
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