+58.7%
PWR vs AEIS
+76.3%
-17.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +0.5% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | -7.7% | -16.4% | +8.7% | -0.4% |
| 3M | -4.9% | -11.1% | +6.2% | -2.1% |
| 6M | +9.7% | -12.0% | +21.8% | +11.9% |
| YTD | +46.7% | +30.9% | +15.8% | +23.6% |
| 1Y | +58.7% | +74.3% | -15.6% | +23.3% |
| All | +58.7% | +76.3% | -17.5% | +23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling