+2,393.1%
PWR vs EQT
+52.9%
+2,340.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | -0.2% | -1.2% | +1.0% | 0.0% |
| 30D | -7.7% | +1.1% | -8.8% | -8.0% |
| 3M | -4.9% | +4.8% | -9.7% | -6.1% |
| 6M | +9.7% | -10.6% | +20.3% | +11.9% |
| YTD | +46.7% | +3.4% | +43.2% | +44.8% |
| 1Y | +58.7% | +8.7% | +50.0% | +54.6% |
| 3Y | +200.7% | +35.0% | +165.8% | +178.0% |
| 5Y | +438.6% | +204.2% | +234.3% | +315.5% |
| All | +2,393.1% | +52.9% | +2,340.2% | +1,833.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling