+32.4%
PWR vs EMB
+0.7%
+31.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +1.0% | -12.7% | -13.1% |
| 7D | -4.4% | +0.7% | -5.1% | -5.4% |
| 30D | -15.1% | +2.3% | -17.4% | -18.6% |
| 3M | -16.2% | -2.5% | -13.7% | -11.5% |
| 6M | -23.3% | -1.1% | -22.3% | -21.5% |
| YTD | +37.6% | -0.6% | +38.2% | +38.6% |
| 1Y | +32.4% | +0.6% | +31.8% | +27.2% |
| All | +32.4% | +0.7% | +31.7% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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