+1,831.6%
PWR vs ED
+147.1%
+1,684.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -0.9% |
| 7D | +11.3% | +2.1% | +9.2% | +10.9% |
| 30D | -8.9% | +10.4% | -19.3% | -10.6% |
| 3M | -10.5% | +12.5% | -23.1% | -12.5% |
| 6M | -22.2% | +14.9% | -37.1% | -24.5% |
| YTD | +42.7% | +24.8% | +17.9% | +36.1% |
| 1Y | +41.1% | +23.8% | +17.3% | +34.6% |
| 3Y | +242.7% | +51.6% | +191.1% | +202.8% |
| 5Y | +418.5% | +86.4% | +332.1% | +327.8% |
| All | +1,831.6% | +147.1% | +1,684.5% | +1,551.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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