+8,390.6%
PWR vs EIX
+437.3%
+7,953.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | +3.6% | -19.1% | +22.7% | +9.0% |
| 30D | -8.6% | -16.9% | +8.3% | -4.8% |
| 3M | -13.2% | -20.0% | +6.8% | -8.9% |
| 6M | +9.9% | -21.3% | +31.2% | +15.9% |
| YTD | +48.0% | -1.7% | +49.7% | +45.3% |
| 1Y | +66.2% | +9.6% | +56.6% | +57.1% |
| 3Y | +195.1% | -3.7% | +198.8% | +185.3% |
| 5Y | +442.6% | +22.6% | +419.9% | +381.3% |
| 10Y | +2,334.2% | +17.7% | +2,316.5% | +1,995.2% |
| All | +8,390.6% | +437.3% | +7,953.3% | +4,563.7% |
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