+47.0%
EEM vs PWR
+458.8%
-411.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.2% | -0.4% |
| 7D | +3.1% | +4.5% | -1.4% | +2.0% |
| 30D | +4.9% | -4.9% | +9.7% | +6.0% |
| 3M | +5.2% | -7.9% | +13.1% | +6.8% |
| 6M | +20.7% | +18.3% | +2.4% | +15.4% |
| YTD | +26.5% | +51.5% | -25.0% | +14.4% |
| 1Y | +37.8% | +70.3% | -32.5% | +21.3% |
| 3Y | +91.0% | +210.6% | -119.6% | +43.6% |
| 5Y | +47.0% | +456.7% | -409.6% | -4.4% |
| All | +47.0% | +458.8% | -411.8% | -4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling