+8,087.4%
PWR vs ETR
+2,229.2%
+5,858.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | +11.3% | +1.2% | +10.1% | +10.8% |
| 30D | -8.9% | +7.0% | -15.9% | -11.4% |
| 3M | -10.5% | +4.6% | -15.1% | -12.1% |
| 6M | -22.2% | +0.1% | -22.3% | -22.4% |
| YTD | +42.7% | +23.2% | +19.6% | +31.5% |
| 1Y | +41.1% | +20.6% | +20.5% | +31.1% |
| 3Y | +242.7% | +156.3% | +86.5% | +136.6% |
| 5Y | +418.5% | +159.6% | +258.9% | +252.0% |
| 10Y | +1,855.0% | +377.1% | +1,477.9% | +927.9% |
| All | +8,087.4% | +2,229.2% | +5,858.2% | +4,386.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 all: compounded portfolio wealth divided by compounded ETR 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…
all analysis · Full analysis span regression · 6 months rolling