+2,425.3%
PWR vs EW
+121.7%
+2,303.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | +2.7% | -5.1% | +7.8% | +4.3% |
| 30D | -5.1% | -6.4% | +1.2% | -3.3% |
| 3M | -9.4% | -1.6% | -7.8% | -9.3% |
| 6M | +10.4% | +2.3% | +8.1% | +8.8% |
| YTD | +48.6% | +1.1% | +47.6% | +46.9% |
| 1Y | +68.0% | +8.0% | +60.0% | +62.1% |
| 3Y | +204.7% | +16.3% | +188.4% | +174.3% |
| 5Y | +451.9% | -29.4% | +481.3% | +480.3% |
| 10Y | +2,425.3% | +125.6% | +2,299.7% | +1,756.4% |
| All | +2,425.3% | +121.7% | +2,303.7% | +1,756.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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