+210.6%
PWR vs ESI
+82.9%
+127.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.8% | +2.1% |
| 7D | +4.5% | +5.4% | -0.9% | +1.9% |
| 30D | -4.9% | -4.2% | -0.7% | -2.9% |
| 3M | -7.9% | -9.6% | +1.7% | -3.3% |
| 6M | +18.3% | +18.3% | 0.0% | +8.6% |
| YTD | +51.5% | +45.8% | +5.7% | +24.3% |
| 1Y | +70.3% | +39.2% | +31.2% | +42.6% |
| 3Y | +210.6% | +86.3% | +124.3% | +119.6% |
| All | +210.6% | +82.9% | +127.7% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 3y: compounded portfolio wealth divided by compounded ESI 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…
3y analysis · Full analysis span regression · 6 months rolling