+44.7%
EWZ vs PWR
+195.8%
-151.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | +6.5% | +3.6% | +2.9% | +5.8% |
| 30D | +4.8% | -8.6% | +13.4% | +6.4% |
| 3M | +9.9% | -13.2% | +23.1% | +12.1% |
| 6M | +1.9% | +9.9% | -7.9% | -1.1% |
| YTD | +20.3% | +48.0% | -27.7% | +10.8% |
| 1Y | +35.6% | +66.2% | -30.6% | +22.3% |
| All | +44.7% | +195.8% | -151.1% | +18.0% |
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