+543.0%
XYZ vs PWR
+2,338.5%
-1,795.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -12.3% | +8.2% | +2.1% |
| 7D | +9.2% | -19.9% | +29.1% | +19.9% |
| 30D | +9.8% | -29.3% | +39.1% | +27.9% |
| 3M | -0.2% | -25.5% | +25.3% | +12.0% |
| 6M | +18.0% | -34.0% | +52.0% | +37.6% |
| YTD | +29.1% | +20.7% | +8.4% | +1.8% |
| 1Y | +14.1% | +12.3% | +1.8% | -6.4% |
| 3Y | +72.6% | +201.9% | -129.2% | -27.6% |
| 5Y | -64.6% | +336.8% | -401.4% | -88.2% |
| 10Y | +590.0% | +1,748.9% | -1,158.9% | -2.4% |
| All | +543.0% | +2,338.5% | -1,795.5% | -24.4% |
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