+222.1%
PWR vs FE
+42.7%
+179.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.7% | +6.2% |
| 7D | -12.9% | -1.0% | -11.8% | -12.9% |
| 30D | -22.8% | +4.1% | -27.0% | -22.7% |
| 3M | -19.0% | -1.0% | -18.0% | -19.1% |
| 6M | -31.1% | +4.0% | -35.1% | -31.0% |
| YTD | +28.2% | +6.8% | +21.4% | +28.5% |
| 1Y | +22.2% | +5.3% | +16.9% | +22.6% |
| 3Y | +222.1% | +44.6% | +177.5% | +220.4% |
| All | +222.1% | +42.7% | +179.4% | +220.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling