+8,390.6%
PWR vs ED
+802.3%
+7,588.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.1% |
| 7D | +3.6% | -0.2% | +3.8% | +3.7% |
| 30D | -8.6% | -0.1% | -8.4% | -8.6% |
| 3M | -13.2% | +3.9% | -17.1% | -14.5% |
| 6M | +9.9% | -3.0% | +12.9% | +10.4% |
| YTD | +48.0% | +10.7% | +37.3% | +42.7% |
| 1Y | +66.2% | +13.3% | +52.8% | +58.5% |
| 3Y | +195.1% | +34.5% | +160.6% | +159.9% |
| 5Y | +442.6% | +67.1% | +375.4% | +339.4% |
| 10Y | +2,334.2% | +103.0% | +2,231.2% | +1,678.8% |
| All | +8,390.6% | +802.3% | +7,588.3% | +4,604.2% |
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