+58.9%
PWR vs EQT
+9.6%
+49.4%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -7.9% |
| 3M | -4.9% | +4.8% | -9.7% | -5.9% |
| 6M | +9.7% | -10.6% | +20.3% | +12.8% |
| YTD | +46.7% | +3.4% | +43.2% | +44.4% |
| All | +58.9% | +9.6% | +49.4% | +54.1% |
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