+36.4%
EEM vs PWR
+67.5%
-31.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | 0.0% |
| 7D | +2.0% | +2.7% | -0.7% | +1.2% |
| 30D | +5.1% | -5.1% | +10.2% | +6.6% |
| 3M | +4.6% | -9.4% | +14.0% | +7.3% |
| 6M | +17.8% | +10.4% | +7.4% | +13.9% |
| YTD | +25.8% | +48.6% | -22.8% | +13.7% |
| 1Y | +36.4% | +68.0% | -31.6% | +22.8% |
| All | +36.4% | +67.5% | -31.1% | +22.8% |
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