+2,425.3%
PWR vs EXC
+152.4%
+2,273.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | +2.7% | +0.3% | +2.3% | +2.5% |
| 30D | -5.1% | -0.9% | -4.3% | -4.8% |
| 3M | -9.4% | -2.7% | -6.7% | -9.0% |
| 6M | +10.4% | -9.4% | +19.8% | +13.5% |
| YTD | +48.6% | +3.0% | +45.6% | +45.1% |
| 1Y | +68.0% | +5.1% | +62.9% | +62.3% |
| 3Y | +204.7% | +20.6% | +184.1% | +170.6% |
| 5Y | +451.9% | +45.7% | +406.2% | +341.3% |
| 10Y | +2,425.3% | +160.8% | +2,264.5% | +1,619.7% |
| All | +2,425.3% | +152.4% | +2,273.0% | +1,619.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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