+20.5%
XYZ vs PWR
+19.4%
+1.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.3% | -4.5% | +1.9% |
| 7D | +12.1% | -12.9% | +25.0% | +11.1% |
| 30D | +12.4% | -22.8% | +35.2% | +11.8% |
| 3M | +8.2% | -19.0% | +27.2% | +7.4% |
| 6M | +20.7% | -31.1% | +51.8% | +21.1% |
| YTD | +31.3% | +28.2% | +3.1% | +19.4% |
| 1Y | +20.5% | +22.2% | -1.7% | +8.9% |
| All | +20.5% | +19.4% | +1.1% | +8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling