+41.1%
PWR vs EMR
+29.1%
+12.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +11.3% | +2.8% | +8.4% | +9.5% |
| 30D | -8.9% | +3.7% | -12.5% | -10.4% |
| 3M | -10.5% | +2.0% | -12.5% | -11.4% |
| 6M | -22.2% | +22.1% | -44.3% | -30.0% |
| YTD | +42.7% | +27.2% | +15.5% | +19.0% |
| 1Y | +41.1% | +32.0% | +9.1% | +13.8% |
| All | +41.1% | +29.1% | +12.1% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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