+2,521.4%
PWR vs DE
+863.9%
+1,657.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.5% | +5.3% |
| 7D | +4.2% | -2.6% | +6.8% | +5.6% |
| 30D | -4.0% | +9.0% | -13.1% | -9.0% |
| 3M | -4.8% | +19.1% | -23.9% | -14.3% |
| 6M | +14.6% | +14.4% | +0.3% | +5.4% |
| YTD | +54.2% | +45.9% | +8.3% | +23.3% |
| 1Y | +67.1% | +43.6% | +23.5% | +34.0% |
| 3Y | +218.5% | +75.9% | +142.6% | +120.8% |
| 5Y | +466.3% | +98.8% | +367.5% | +249.3% |
| All | +2,521.4% | +863.9% | +1,657.5% | +567.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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