+8,589.7%
PWR vs DE
+4,142.5%
+4,447.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.2% | +3.3% |
| 7D | +4.5% | +0.7% | +3.8% | +4.1% |
| 30D | -4.9% | +9.6% | -14.5% | -9.9% |
| 3M | -7.9% | +19.0% | -26.9% | -16.6% |
| 6M | +18.3% | +16.1% | +2.3% | +8.4% |
| YTD | +51.5% | +47.0% | +4.5% | +21.9% |
| 1Y | +70.3% | +43.1% | +27.2% | +38.2% |
| 3Y | +210.6% | +77.5% | +133.1% | +119.4% |
| 5Y | +456.7% | +96.4% | +360.3% | +260.8% |
| 10Y | +2,396.1% | +852.9% | +1,543.2% | +591.6% |
| All | +8,589.7% | +4,142.5% | +4,447.2% | +1,332.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling