+1,002.7%
PWR vs EWT
+594.1%
+408.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | -0.5% |
| 7D | +3.6% | +4.0% | -0.4% | +0.9% |
| 30D | -8.6% | +10.3% | -18.9% | -14.4% |
| 3M | -13.2% | +6.1% | -19.2% | -16.7% |
| 6M | +9.9% | +56.6% | -46.7% | -19.3% |
| YTD | +48.0% | +76.6% | -28.5% | +0.1% |
| 1Y | +66.2% | +97.9% | -31.7% | +4.3% |
| 3Y | +195.1% | +198.0% | -2.9% | +41.0% |
| 5Y | +442.6% | +151.8% | +290.8% | +187.6% |
| 10Y | +2,334.2% | +514.1% | +1,820.1% | +611.3% |
| All | +1,002.7% | +594.1% | +408.6% | +128.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling