+2,393.1%
PWR vs AEIS
+531.1%
+1,862.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +0.3% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | -7.7% | -16.4% | +8.7% | -1.2% |
| 3M | -4.9% | -11.1% | +6.2% | -1.9% |
| 6M | +9.7% | -12.0% | +21.8% | +12.6% |
| YTD | +46.7% | +30.9% | +15.8% | +28.3% |
| 1Y | +58.7% | +74.3% | -15.6% | +23.8% |
| 3Y | +200.7% | +165.2% | +35.5% | +95.1% |
| 5Y | +438.6% | +220.0% | +218.5% | +218.4% |
| All | +2,393.1% | +531.1% | +1,862.0% | +937.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling