+202.9%
PWR vs AEIS
+160.8%
+42.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +0.6% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | -7.7% | -16.4% | +8.7% | 0.0% |
| 3M | -4.9% | -11.1% | +6.2% | -1.8% |
| 6M | +9.7% | -12.0% | +21.8% | +12.2% |
| YTD | +46.7% | +30.9% | +15.8% | +22.5% |
| 1Y | +58.7% | +74.3% | -15.6% | +14.3% |
| All | +202.9% | +160.8% | +42.0% | +70.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling