+3,310.4%
V vs PWR
+2,325.8%
+984.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.3% | -6.2% | -1.9% |
| 7D | +2.2% | -12.9% | +15.1% | +5.7% |
| 30D | +13.6% | -22.8% | +36.4% | +21.5% |
| 3M | +14.3% | -19.0% | +33.3% | +19.7% |
| 6M | +33.1% | -31.1% | +64.2% | +44.3% |
| YTD | +21.2% | +28.2% | -7.0% | +5.4% |
| 1Y | +26.4% | +22.2% | +4.2% | +11.3% |
| 3Y | +77.6% | +222.1% | -144.5% | +6.1% |
| 5Y | +102.6% | +364.1% | -261.5% | +2.7% |
| 10Y | +464.4% | +1,864.5% | -1,400.1% | +58.2% |
| All | +3,310.4% | +2,325.8% | +984.5% | +642.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling