+1,796.7%
PWR vs FE
+110.9%
+1,685.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +0.1% | +7.7% | +7.8% |
| 7D | -11.2% | -0.5% | -10.7% | -11.1% |
| 30D | -17.4% | +4.3% | -21.7% | -18.5% |
| 3M | -11.7% | +0.4% | -12.1% | -11.9% |
| 6M | -21.7% | +6.9% | -28.6% | -23.6% |
| YTD | +38.3% | +8.0% | +30.3% | +34.3% |
| 1Y | +29.6% | +4.8% | +24.8% | +27.0% |
| 3Y | +236.1% | +49.0% | +187.2% | +187.9% |
| 5Y | +406.3% | +46.2% | +360.1% | +334.5% |
| 10Y | +1,796.7% | +120.9% | +1,675.8% | +1,484.7% |
| All | +1,796.7% | +110.9% | +1,685.8% | +1,484.7% |
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