+58.7%
PWR vs EXPE
+28.4%
+30.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.1% |
| 7D | -0.2% | -8.7% | +8.4% | -1.2% |
| 30D | -7.7% | -13.6% | +5.9% | -9.1% |
| 3M | -4.9% | +26.6% | -31.6% | -4.6% |
| 6M | +9.7% | +19.9% | -10.2% | +9.9% |
| YTD | +46.7% | -1.7% | +48.4% | +47.0% |
| 1Y | +58.7% | +29.4% | +29.3% | +58.6% |
| All | +58.7% | +28.4% | +30.3% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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