+18.3%
EFA vs PWR
+62.4%
-44.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.6% |
| 7D | -2.4% | -0.2% | -2.1% | -2.3% |
| 30D | -2.2% | -7.7% | +5.5% | -1.1% |
| 3M | +5.7% | -4.9% | +10.6% | +6.0% |
| 6M | +8.2% | +9.7% | -1.6% | +5.1% |
| YTD | +11.8% | +46.7% | -34.9% | +4.1% |
| 1Y | +18.3% | +58.7% | -40.4% | +9.2% |
| All | +18.3% | +62.4% | -44.2% | +9.2% |
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