+438.6%
PWR vs DE
+97.0%
+341.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.4% |
| 7D | -0.2% | -2.4% | +2.2% | +0.8% |
| 30D | -7.7% | +9.7% | -17.4% | -11.6% |
| 3M | -4.9% | +21.4% | -26.3% | -13.1% |
| 6M | +9.7% | +15.0% | -5.3% | +2.6% |
| YTD | +46.7% | +46.4% | +0.3% | +23.6% |
| 1Y | +58.7% | +45.6% | +13.1% | +33.4% |
| 3Y | +200.7% | +76.8% | +124.0% | +127.1% |
| 5Y | +438.6% | +99.4% | +339.1% | +277.2% |
| All | +438.6% | +97.0% | +341.6% | +277.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling