+3,309.9%
V vs PWR
+2,183.0%
+1,126.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -12.3% | +9.1% | +0.5% |
| 7D | +2.9% | -19.9% | +22.8% | +9.3% |
| 30D | +14.0% | -29.3% | +43.3% | +25.2% |
| 3M | +14.9% | -25.5% | +40.3% | +23.5% |
| 6M | +31.7% | -34.0% | +65.8% | +44.7% |
| YTD | +21.2% | +20.7% | +0.5% | +7.4% |
| 1Y | +25.3% | +12.3% | +12.9% | +13.3% |
| 3Y | +77.5% | +201.9% | -124.4% | +8.2% |
| 5Y | +102.6% | +336.8% | -234.2% | +4.6% |
| 10Y | +464.3% | +1,748.9% | -1,284.5% | +61.2% |
| All | +3,309.9% | +2,183.0% | +1,126.9% | +656.6% |
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 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