+108.8%
V vs PWR
+405.7%
-296.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.5% |
| 7D | +0.8% | -11.2% | +12.0% | +1.9% |
| 30D | +9.9% | -17.4% | +27.3% | +12.1% |
| 3M | +17.5% | -11.7% | +29.3% | +18.5% |
| 6M | +33.5% | -21.7% | +55.2% | +36.4% |
| YTD | +21.6% | +38.3% | -16.7% | +10.3% |
| 1Y | +27.6% | +29.6% | -2.0% | +17.2% |
| 3Y | +76.4% | +236.1% | -159.7% | +21.8% |
| All | +108.8% | +405.7% | -296.8% | +23.3% |
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