+32.4%
PWR vs FE
+6.1%
+26.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | 0.0% | -11.6% | -11.7% |
| 7D | -4.4% | +1.7% | -6.0% | -4.2% |
| 30D | -15.1% | +8.1% | -23.2% | -14.6% |
| 3M | -16.2% | -1.3% | -14.9% | -16.4% |
| 6M | -23.3% | +2.9% | -26.3% | -23.1% |
| YTD | +37.6% | +8.6% | +29.1% | +33.9% |
| 1Y | +32.4% | +6.3% | +26.1% | +30.8% |
| All | +32.4% | +6.1% | +26.3% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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