+8,589.7%
PWR vs ETR
+2,160.5%
+6,429.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.2% | +1.2% | +1.9% |
| 7D | +4.5% | +1.4% | +3.1% | +4.0% |
| 30D | -4.9% | +1.9% | -6.7% | -5.5% |
| 3M | -7.9% | +1.0% | -8.9% | -8.2% |
| 6M | +18.3% | +4.8% | +13.5% | +16.1% |
| YTD | +51.5% | +19.5% | +32.0% | +41.4% |
| 1Y | +70.3% | +28.1% | +42.2% | +54.9% |
| 3Y | +210.6% | +151.1% | +59.5% | +116.2% |
| 5Y | +456.7% | +125.2% | +331.5% | +298.9% |
| 10Y | +2,396.1% | +291.1% | +2,104.9% | +1,313.0% |
| All | +8,589.7% | +2,160.5% | +6,429.2% | +4,722.8% |
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