+638.0%
XYZ vs PWR
+1,915.1%
-1,277.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +9.4% | -5.7% | -1.3% |
| 7D | +14.9% | -4.8% | +19.7% | +15.3% |
| 30D | +14.7% | -16.2% | +30.9% | +22.6% |
| 3M | +12.1% | -11.9% | +24.0% | +15.3% |
| 6M | +18.3% | -20.6% | +38.9% | +25.4% |
| YTD | +36.1% | +40.3% | -4.2% | -2.5% |
| 1Y | +35.3% | +33.0% | +2.3% | -0.1% |
| 3Y | +73.5% | +250.0% | -176.5% | -36.5% |
| 5Y | -61.6% | +404.2% | -465.8% | -89.0% |
| 10Y | +638.0% | +1,865.8% | -1,227.8% | -16.7% |
| All | +638.0% | +1,915.1% | -1,277.1% | -16.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling