+8,087.4%
PWR vs EFX
+1,133.7%
+6,953.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.0% |
| 7D | +11.3% | -0.8% | +12.1% | +11.7% |
| 30D | -8.9% | +25.1% | -34.0% | -19.8% |
| 3M | -10.5% | +1.7% | -12.2% | -13.8% |
| 6M | -22.2% | +18.4% | -40.5% | -32.7% |
| YTD | +42.7% | -12.5% | +55.3% | +40.2% |
| 1Y | +41.1% | -8.1% | +49.2% | +34.8% |
| 3Y | +242.7% | +4.8% | +238.0% | +188.0% |
| 5Y | +418.5% | -30.1% | +448.7% | +427.8% |
| 10Y | +1,855.0% | +81.5% | +1,773.5% | +950.8% |
| All | +8,087.4% | +1,133.7% | +6,953.7% | +1,514.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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