+1,874.2%
PWR vs ED
+141.1%
+1,733.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.1% | +4.3% | +4.3% |
| 7D | +4.7% | -0.9% | +5.7% | +4.8% |
| 30D | -12.5% | +11.2% | -23.7% | -14.3% |
| 3M | -9.3% | +11.8% | -21.1% | -11.3% |
| 6M | -22.2% | +14.1% | -36.3% | -24.4% |
| YTD | +44.2% | +23.0% | +21.2% | +37.8% |
| 1Y | +35.5% | +23.7% | +11.9% | +29.2% |
| 3Y | +250.4% | +47.7% | +202.7% | +211.4% |
| 5Y | +425.6% | +82.6% | +343.0% | +335.4% |
| 10Y | +1,874.2% | +141.8% | +1,732.5% | +1,590.4% |
| All | +1,874.2% | +141.1% | +1,733.2% | +1,590.4% |
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