+1,416.2%
PWR vs EW
+6,974.1%
-5,557.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +3.6% | -0.3% | +3.9% | +3.7% |
| 30D | -8.6% | +1.0% | -9.6% | -9.0% |
| 3M | -13.2% | +2.8% | -16.0% | -14.2% |
| 6M | +9.9% | +5.5% | +4.4% | +7.4% |
| YTD | +48.0% | +5.5% | +42.6% | +44.5% |
| 1Y | +66.2% | +11.0% | +55.1% | +59.3% |
| 3Y | +195.1% | +17.7% | +177.4% | +167.6% |
| 5Y | +442.6% | -25.7% | +468.3% | +456.2% |
| 10Y | +2,334.2% | +132.8% | +2,201.4% | +1,583.2% |
| All | +1,416.2% | +6,974.1% | -5,557.9% | +311.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling