+6,471.7%
PWR vs EXPE
+851.4%
+5,620.2%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.2% |
| 7D | +3.6% | -9.5% | +13.1% | +6.7% |
| 30D | -8.6% | -6.6% | -1.9% | -7.1% |
| 3M | -13.2% | +31.4% | -44.5% | -21.5% |
| 6M | +9.9% | +35.2% | -25.3% | -2.9% |
| YTD | +48.0% | +5.8% | +42.2% | +39.3% |
| 1Y | +66.2% | +38.7% | +27.5% | +41.5% |
| 3Y | +195.1% | +175.8% | +19.3% | +90.8% |
| 5Y | +442.6% | +111.8% | +330.7% | +259.5% |
| 10Y | +2,334.2% | +179.7% | +2,154.5% | +1,199.1% |
| All | +6,471.7% | +851.4% | +5,620.2% | +1,212.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling