+2,521.4%
PWR vs EWT
+523.5%
+1,997.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.3% | +3.8% |
| 7D | +4.2% | -1.1% | +5.3% | +5.1% |
| 30D | -4.0% | +4.5% | -8.5% | -7.2% |
| 3M | -4.8% | +8.3% | -13.0% | -10.6% |
| 6M | +14.6% | +54.2% | -39.6% | -18.6% |
| YTD | +54.2% | +74.6% | -20.3% | -0.6% |
| 1Y | +67.1% | +84.9% | -17.8% | +3.2% |
| 3Y | +218.5% | +197.5% | +20.9% | +36.9% |
| 5Y | +466.3% | +150.6% | +315.7% | +174.8% |
| All | +2,521.4% | +523.5% | +1,997.9% | +562.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling