+7,830.8%
PWR vs EAT
+3,247.6%
+4,583.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | -0.4% |
| 7D | -11.2% | -5.9% | -5.3% | -10.1% |
| 30D | -17.4% | +0.7% | -18.1% | -18.0% |
| 3M | -11.7% | -14.2% | +2.5% | -9.2% |
| 6M | -21.7% | +40.7% | -62.4% | -29.8% |
| YTD | +38.3% | +36.0% | +2.3% | +23.6% |
| 1Y | +29.6% | +83.1% | -53.5% | +6.5% |
| 3Y | +236.1% | +474.8% | -238.7% | +93.6% |
| 5Y | +406.3% | +347.6% | +58.8% | +193.0% |
| 10Y | +1,796.7% | +321.5% | +1,475.2% | +813.9% |
| All | +7,830.8% | +3,247.6% | +4,583.2% | +1,846.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling