+7,944.2%
PWR vs ED
+895.6%
+7,048.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.1% | +9.5% | +9.4% |
| 7D | -4.8% | -0.1% | -4.7% | -5.0% |
| 30D | -16.2% | +11.6% | -27.8% | -19.2% |
| 3M | -11.9% | +10.5% | -22.5% | -14.9% |
| 6M | -20.6% | +13.2% | -33.8% | -24.1% |
| YTD | +40.3% | +22.1% | +18.1% | +30.8% |
| 1Y | +33.0% | +24.2% | +8.9% | +23.3% |
| 3Y | +250.0% | +46.9% | +203.1% | +199.3% |
| 5Y | +404.2% | +80.8% | +323.4% | +298.4% |
| 10Y | +1,865.8% | +134.3% | +1,731.6% | +1,269.8% |
| All | +7,944.2% | +895.6% | +7,048.6% | +4,212.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling