+438.6%
PWR vs EWT
+144.9%
+293.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | +0.6% |
| 7D | -0.2% | -1.1% | +0.9% | +0.6% |
| 30D | -7.7% | +4.8% | -12.5% | -11.0% |
| 3M | -4.9% | +11.1% | -16.1% | -12.4% |
| 6M | +9.7% | +54.6% | -44.9% | -22.1% |
| YTD | +46.7% | +71.4% | -24.8% | -4.1% |
| 1Y | +58.7% | +82.1% | -23.4% | -0.8% |
| 3Y | +200.7% | +193.2% | +7.5% | +32.7% |
| 5Y | +438.6% | +146.1% | +292.5% | +174.3% |
| All | +438.6% | +144.9% | +293.7% | +174.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling