+250.0%
PWR vs ED
+47.4%
+202.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.1% | +9.5% | +9.3% |
| 7D | -4.8% | -0.1% | -4.7% | -4.5% |
| 30D | -16.2% | +11.6% | -27.8% | -12.3% |
| 3M | -11.9% | +10.5% | -22.5% | -8.3% |
| 6M | -20.6% | +13.2% | -33.8% | -16.5% |
| YTD | +40.3% | +22.1% | +18.1% | +52.1% |
| 1Y | +33.0% | +24.2% | +8.9% | +45.4% |
| 3Y | +250.0% | +46.9% | +203.1% | +290.6% |
| All | +250.0% | +47.4% | +202.6% | +290.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling