+72.2%
V vs PWR
+443.9%
-371.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | -1.7% | +3.6% | -5.3% | -2.2% |
| 30D | +2.0% | -8.6% | +10.5% | +3.1% |
| 3M | +17.4% | -13.2% | +30.5% | +19.2% |
| 6M | +17.5% | +9.9% | +7.6% | +13.3% |
| YTD | +7.6% | +48.0% | -40.4% | -2.9% |
| 1Y | +7.7% | +66.2% | -58.5% | -5.8% |
| 3Y | +54.7% | +195.1% | -140.5% | +12.0% |
| All | +72.2% | +443.9% | -371.7% | -1.2% |
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