+451.9%
PWR vs EAT
+310.8%
+141.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -1.3% |
| 7D | +2.7% | -6.8% | +9.4% | +3.9% |
| 30D | -5.1% | -5.4% | +0.2% | -4.4% |
| 3M | -9.4% | +42.8% | -52.1% | -15.8% |
| 6M | +10.4% | +56.5% | -46.1% | +0.1% |
| YTD | +48.6% | +50.0% | -1.4% | +35.4% |
| 1Y | +68.0% | +38.3% | +29.8% | +54.8% |
| 3Y | +204.7% | +591.6% | -386.9% | +94.9% |
| 5Y | +451.9% | +312.6% | +139.3% | +267.1% |
| All | +451.9% | +310.8% | +141.1% | +267.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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