+40.9%
XYZ vs PWR
+195.8%
-154.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.0% |
| 7D | -1.0% | +3.6% | -4.6% | -2.2% |
| 30D | -1.7% | -8.6% | +6.9% | +1.2% |
| 3M | +16.7% | -13.2% | +29.9% | +21.5% |
| 6M | +26.9% | +9.9% | +17.0% | +15.9% |
| YTD | +27.1% | +48.0% | -20.9% | -1.6% |
| 1Y | +9.3% | +66.2% | -56.9% | -21.7% |
| All | +40.9% | +195.8% | -154.9% | -35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling