+27.7%
V vs PWR
+34.5%
-6.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.2% |
| 7D | +0.9% | +11.3% | -10.4% | +1.8% |
| 30D | +9.0% | -8.9% | +17.8% | +8.1% |
| 3M | +16.7% | -10.5% | +27.2% | +15.8% |
| 6M | +33.4% | -22.2% | +55.6% | +31.4% |
| YTD | +22.4% | +42.7% | -20.4% | +23.0% |
| 1Y | +27.7% | +41.1% | -13.4% | +28.4% |
| All | +27.7% | +34.5% | -6.8% | +28.4% |
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