+1,831.6%
PWR vs EW
+254.3%
+1,577.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.1% |
| 7D | +11.3% | +4.9% | +6.4% | +9.7% |
| 30D | -8.9% | +23.9% | -32.8% | -15.0% |
| 3M | -10.5% | +15.8% | -26.3% | -15.0% |
| 6M | -22.2% | +31.7% | -53.8% | -29.4% |
| YTD | +42.7% | +25.7% | +17.1% | +31.1% |
| 1Y | +41.1% | +24.4% | +16.7% | +30.1% |
| 3Y | +242.7% | +65.9% | +176.9% | +172.1% |
| 5Y | +418.5% | -7.6% | +426.2% | +399.4% |
| All | +1,831.6% | +254.3% | +1,577.3% | +1,119.5% |
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