+8,589.7%
PWR vs EME
+14,811.8%
-6,222.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.5% | -0.2% | +0.8% |
| 7D | +4.5% | +5.2% | -0.6% | +1.4% |
| 30D | -4.9% | -5.4% | +0.5% | -1.6% |
| 3M | -7.9% | -6.1% | -1.8% | -3.9% |
| 6M | +18.3% | +9.7% | +8.7% | +13.2% |
| YTD | +51.5% | +26.6% | +24.9% | +33.2% |
| 1Y | +70.3% | +24.6% | +45.7% | +48.7% |
| 3Y | +210.6% | +249.6% | -39.0% | +47.8% |
| 5Y | +456.7% | +556.6% | -99.9% | +82.0% |
| 10Y | +2,396.1% | +1,286.6% | +1,109.5% | +406.1% |
| All | +8,589.7% | +14,811.8% | -6,222.1% | +575.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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