+210.6%
PWR vs EIX
0.0%
+210.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.5% | -2.2% | +1.5% |
| 7D | +4.5% | +0.9% | +3.6% | +4.3% |
| 30D | -4.9% | -13.5% | +8.7% | -3.2% |
| 3M | -7.9% | -15.3% | +7.4% | -6.3% |
| 6M | +18.3% | -15.3% | +33.7% | +20.2% |
| YTD | +51.5% | +2.7% | +48.8% | +46.4% |
| 1Y | +70.3% | +17.4% | +52.9% | +58.1% |
| 3Y | +210.6% | -1.3% | +211.9% | +199.8% |
| All | +210.6% | 0.0% | +210.6% | +199.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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