+67.1%
PWR vs ELV
+35.4%
+31.7%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.5% | -1.7% | +3.7% |
| 7D | +4.2% | +2.8% | +1.4% | +4.1% |
| 30D | -4.0% | +4.9% | -9.0% | -4.1% |
| 3M | -4.8% | +4.9% | -9.7% | -4.7% |
| 6M | +14.6% | +45.1% | -30.4% | +13.7% |
| YTD | +54.2% | +20.7% | +33.6% | +51.4% |
| 1Y | +67.1% | +35.0% | +32.1% | +60.7% |
| All | +67.1% | +35.4% | +31.7% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 1y: compounded portfolio wealth divided by compounded ELV 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…
1y analysis · Full analysis span regression · 6 months rolling