+2,425.3%
PWR vs EMB
+29.7%
+2,395.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.6% |
| 7D | +2.7% | 0.0% | +2.6% | +2.6% |
| 30D | -5.1% | -0.3% | -4.9% | -4.9% |
| 3M | -9.4% | -0.3% | -9.1% | -9.0% |
| 6M | +10.4% | +0.7% | +9.7% | +9.7% |
| YTD | +48.6% | +1.3% | +47.4% | +46.8% |
| 1Y | +68.0% | +4.7% | +63.3% | +59.8% |
| 3Y | +204.7% | +30.1% | +174.6% | +127.5% |
| 5Y | +451.9% | +6.9% | +445.1% | +420.4% |
| 10Y | +2,425.3% | +30.7% | +2,394.6% | +1,965.0% |
| All | +2,425.3% | +29.7% | +2,395.6% | +1,965.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling