+8,087.4%
PWR vs EIX
+478.9%
+7,608.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +11.3% | +1.4% | +9.9% | +10.9% |
| 30D | -8.9% | +8.5% | -17.4% | -11.3% |
| 3M | -10.5% | -13.5% | +3.0% | -8.2% |
| 6M | -22.2% | -12.4% | -9.8% | -20.8% |
| YTD | +42.7% | +5.9% | +36.8% | +36.6% |
| 1Y | +41.1% | +7.6% | +33.5% | +34.2% |
| 3Y | +242.7% | +12.8% | +230.0% | +214.7% |
| 5Y | +418.5% | +19.2% | +399.3% | +363.6% |
| 10Y | +1,855.0% | +34.9% | +1,820.1% | +1,511.7% |
| All | +8,087.4% | +478.9% | +7,608.5% | +4,283.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling