+202.9%
PWR vs ET
+97.8%
+105.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | -0.2% | +1.4% | -1.6% | -1.0% |
| 30D | -7.7% | +4.6% | -12.3% | -10.2% |
| 3M | -4.9% | +16.0% | -21.0% | -13.5% |
| 6M | +9.7% | +22.8% | -13.1% | -4.1% |
| YTD | +46.7% | +38.9% | +7.8% | +17.7% |
| 1Y | +58.7% | +34.1% | +24.6% | +30.1% |
| All | +202.9% | +97.8% | +105.1% | +87.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling