+76.8%
V vs PWR
+236.2%
-159.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.4% |
| 7D | +0.8% | -11.2% | +12.0% | +1.0% |
| 30D | +9.9% | -17.4% | +27.3% | +10.5% |
| 3M | +17.5% | -11.7% | +29.3% | +17.7% |
| 6M | +33.5% | -21.7% | +55.2% | +34.7% |
| YTD | +21.6% | +38.3% | -16.7% | +14.7% |
| 1Y | +27.6% | +29.6% | -2.0% | +21.3% |
| All | +76.8% | +236.2% | -159.4% | +40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling