+99.1%
V vs PWR
+348.7%
-249.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.3% | -6.2% | -0.7% |
| 7D | +2.2% | -12.9% | +15.1% | +3.5% |
| 30D | +13.6% | -22.8% | +36.4% | +16.8% |
| 3M | +14.3% | -19.0% | +33.3% | +16.5% |
| 6M | +33.1% | -31.1% | +64.2% | +38.6% |
| YTD | +21.2% | +28.2% | -7.0% | +11.1% |
| 1Y | +26.4% | +22.2% | +4.2% | +16.8% |
| 3Y | +77.6% | +222.1% | -144.5% | +22.5% |
| All | +99.1% | +348.7% | -249.7% | +19.9% |
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 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