+22.7%
USB vs PWR
+349.5%
-326.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -12.3% | +10.2% | +0.4% |
| 7D | -1.5% | -19.9% | +18.4% | +2.7% |
| 30D | +4.3% | -29.3% | +33.5% | +11.4% |
| 3M | -6.1% | -25.5% | +19.4% | -1.1% |
| 6M | +9.4% | -34.0% | +43.4% | +17.8% |
| YTD | +15.2% | +20.7% | -5.5% | +4.2% |
| 1Y | +32.8% | +12.3% | +20.4% | +22.3% |
| 3Y | +91.3% | +201.9% | -110.6% | +22.6% |
| 5Y | +22.7% | +336.8% | -314.1% | -28.0% |
| All | +22.7% | +349.5% | -326.8% | -28.0% |
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 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