+69.7%
XYZ vs PWR
+202.1%
-132.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -12.3% | +8.2% | -0.7% |
| 7D | +9.2% | -19.9% | +29.1% | +14.9% |
| 30D | +9.8% | -29.3% | +39.1% | +20.2% |
| 3M | -0.2% | -25.5% | +25.3% | +6.8% |
| 6M | +18.0% | -34.0% | +52.0% | +30.9% |
| YTD | +29.1% | +20.7% | +8.4% | +3.9% |
| 1Y | +14.1% | +12.3% | +1.8% | -4.8% |
| All | +69.7% | +202.1% | -132.4% | -19.5% |
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