+212.8%
PWR vs EW
+17.2%
+195.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.5% | +5.9% | +3.1% |
| 7D | +4.5% | -4.4% | +9.0% | +5.4% |
| 30D | -4.9% | -3.3% | -1.5% | -4.3% |
| 3M | -7.9% | +1.0% | -8.9% | -8.4% |
| 6M | +18.3% | +6.2% | +12.1% | +16.2% |
| YTD | +51.5% | +1.7% | +49.8% | +50.1% |
| 1Y | +70.3% | +8.1% | +62.2% | +66.5% |
| All | +212.8% | +17.2% | +195.6% | +179.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling