+66.2%
PWR vs EQT
+7.9%
+58.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.8% |
| 7D | +3.6% | +1.1% | +2.5% | +3.4% |
| 30D | -8.6% | +7.7% | -16.3% | -10.0% |
| 3M | -13.2% | +0.2% | -13.3% | -13.1% |
| 6M | +9.9% | -9.5% | +19.4% | +12.7% |
| YTD | +48.0% | +3.8% | +44.2% | +45.5% |
| 1Y | +66.2% | +7.8% | +58.4% | +60.3% |
| All | +66.2% | +7.9% | +58.3% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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