+456.7%
PWR vs EW
-28.5%
+485.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.5% | +5.9% | +3.3% |
| 7D | +4.5% | -4.4% | +9.0% | +5.7% |
| 30D | -4.9% | -3.3% | -1.5% | -4.2% |
| 3M | -7.9% | +1.0% | -8.9% | -8.5% |
| 6M | +18.3% | +6.2% | +12.1% | +15.7% |
| YTD | +51.5% | +1.7% | +49.8% | +49.7% |
| 1Y | +70.3% | +8.1% | +62.2% | +65.3% |
| 3Y | +210.6% | +17.1% | +193.5% | +181.4% |
| 5Y | +456.7% | -29.4% | +486.0% | +498.2% |
| All | +456.7% | -28.5% | +485.2% | +498.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling