+2,396.1%
PWR vs FE
+113.1%
+2,283.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +2.5% |
| 7D | +4.5% | +0.6% | +3.9% | +4.3% |
| 30D | -4.9% | -2.1% | -2.7% | -4.3% |
| 3M | -7.9% | +2.6% | -10.5% | -8.8% |
| 6M | +18.3% | -6.8% | +25.1% | +20.4% |
| YTD | +51.5% | +6.9% | +44.6% | +47.8% |
| 1Y | +70.3% | +11.6% | +58.8% | +63.8% |
| 3Y | +210.6% | +47.7% | +162.9% | +167.6% |
| 5Y | +456.7% | +46.2% | +410.5% | +379.1% |
| 10Y | +2,396.1% | +109.2% | +2,286.9% | +1,995.6% |
| All | +2,396.1% | +113.1% | +2,283.0% | +1,995.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling