+1,844.9%
PWR vs FE
+123.7%
+1,721.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +19.1% | -0.3% | +19.4% | +19.2% |
| 30D | -12.0% | +3.9% | -15.9% | -13.1% |
| 3M | -10.6% | -0.1% | -10.5% | -10.6% |
| 6M | -20.8% | +6.1% | -26.9% | -22.5% |
| YTD | +43.7% | +8.1% | +35.7% | +39.6% |
| 1Y | +35.0% | +4.4% | +30.6% | +32.4% |
| 3Y | +249.4% | +49.0% | +200.4% | +199.3% |
| 5Y | +422.1% | +46.1% | +376.0% | +348.1% |
| All | +1,844.9% | +123.7% | +1,721.2% | +1,521.7% |
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