+33.1%
V vs PWR
-30.1%
+63.2%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.3% | -6.2% | +0.6% |
| 7D | +2.2% | -12.9% | +15.1% | +0.8% |
| 30D | +13.6% | -22.8% | +36.4% | +10.6% |
| 3M | +14.3% | -19.0% | +33.3% | +12.2% |
| 6M | +33.1% | -31.1% | +64.2% | +27.6% |
| All | +33.1% | -30.1% | +63.2% | +27.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling