+66.2%
PWR vs EWT
+99.0%
-32.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | -0.7% |
| 7D | +3.6% | +4.0% | -0.4% | +0.6% |
| 30D | -8.6% | +10.3% | -18.9% | -15.0% |
| 3M | -13.2% | +6.1% | -19.2% | -17.9% |
| 6M | +9.9% | +56.6% | -46.7% | -22.7% |
| YTD | +48.0% | +76.6% | -28.5% | -8.6% |
| 1Y | +66.2% | +97.9% | -31.7% | -2.3% |
| All | +66.2% | +99.0% | -32.8% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 1y: compounded portfolio wealth divided by compounded EWT 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…
1y analysis · Full analysis span regression · 6 months rolling