+1,316.2%
PWR vs EW
+8,084.4%
-6,768.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | -11.2% | +9.3% | -20.5% | -13.8% |
| 30D | -17.4% | +22.1% | -39.5% | -22.5% |
| 3M | -11.7% | +13.0% | -24.8% | -15.4% |
| 6M | -21.7% | +30.1% | -51.8% | -28.5% |
| YTD | +38.3% | +22.0% | +16.3% | +28.6% |
| 1Y | +29.6% | +23.7% | +5.9% | +20.0% |
| 3Y | +236.1% | +62.0% | +174.2% | +175.3% |
| 5Y | +406.3% | -12.4% | +418.8% | +391.9% |
| 10Y | +1,796.7% | +236.1% | +1,560.7% | +1,077.3% |
| All | +1,316.2% | +8,084.4% | -6,768.2% | +266.2% |
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 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