+2,521.4%
PWR vs ET
+177.0%
+2,344.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +6.0% | +5.5% |
| 7D | +4.2% | +0.2% | +4.0% | +4.1% |
| 30D | -4.0% | +2.9% | -6.9% | -5.1% |
| 3M | -4.8% | +16.8% | -21.6% | -10.5% |
| 6M | +14.6% | +18.9% | -4.2% | +6.8% |
| YTD | +54.2% | +37.7% | +16.5% | +35.6% |
| 1Y | +67.1% | +32.4% | +34.7% | +49.0% |
| 3Y | +218.5% | +99.5% | +119.0% | +145.6% |
| 5Y | +466.3% | +244.0% | +222.3% | +257.7% |
| All | +2,521.4% | +177.0% | +2,344.4% | +1,560.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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