+5,758.3%
PWR vs EFV
+258.8%
+5,499.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | +3.6% | +1.5% | +2.1% | +2.0% |
| 30D | -8.6% | +1.7% | -10.3% | -10.3% |
| 3M | -13.2% | +8.6% | -21.8% | -20.0% |
| 6M | +9.9% | +11.7% | -1.8% | -1.4% |
| YTD | +48.0% | +19.3% | +28.8% | +23.8% |
| 1Y | +66.2% | +30.2% | +36.0% | +27.2% |
| 3Y | +195.1% | +91.6% | +103.5% | +51.7% |
| 5Y | +442.6% | +96.4% | +346.2% | +169.1% |
| 10Y | +2,334.2% | +166.5% | +2,167.8% | +789.8% |
| All | +5,758.3% | +258.8% | +5,499.5% | +1,581.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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