-73.3%
U vs PWR
+411.6%
-484.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.7% | +5.9% | +5.6% |
| 7D | +2.6% | +11.3% | -8.7% | -2.8% |
| 30D | +27.6% | -8.9% | +36.4% | +30.1% |
| 3M | +15.3% | -10.5% | +25.8% | +17.9% |
| 6M | +96.4% | -22.2% | +118.6% | +112.7% |
| YTD | +19.6% | +42.7% | -23.2% | -15.3% |
| 1Y | +42.1% | +41.1% | +1.0% | +1.3% |
| 3Y | +87.5% | +242.7% | -155.2% | -38.8% |
| All | -73.3% | +411.6% | -484.8% | -94.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling