+707.1%
USB vs PWR
+7,972.1%
-7,264.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -11.7% | +13.6% | +4.3% |
| 7D | +2.4% | -4.4% | +6.8% | +3.1% |
| 30D | +6.6% | -15.1% | +21.6% | +9.6% |
| 3M | -4.1% | -16.2% | +12.2% | -1.3% |
| 6M | +12.5% | -23.3% | +35.8% | +16.8% |
| YTD | +17.6% | +37.6% | -20.0% | +7.1% |
| 1Y | +36.5% | +32.4% | +4.1% | +25.1% |
| 3Y | +95.4% | +244.2% | -148.8% | +42.9% |
| 5Y | +26.1% | +416.2% | -390.1% | -16.3% |
| 10Y | +101.3% | +2,008.1% | -1,906.8% | +0.7% |
| All | +707.1% | +7,972.1% | -7,264.9% | +189.9% |
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