+8,390.6%
PWR vs FE
+476.1%
+7,914.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | +3.6% | +1.9% | +1.7% | +2.9% |
| 30D | -8.6% | -1.2% | -7.4% | -8.2% |
| 3M | -13.2% | +3.5% | -16.7% | -14.5% |
| 6M | +9.9% | -6.1% | +16.0% | +11.9% |
| YTD | +48.0% | +7.6% | +40.4% | +43.2% |
| 1Y | +66.2% | +11.9% | +54.3% | +58.1% |
| 3Y | +195.1% | +48.4% | +146.7% | +146.7% |
| 5Y | +442.6% | +44.8% | +397.8% | +354.8% |
| 10Y | +2,334.2% | +115.9% | +2,218.4% | +1,543.2% |
| All | +8,390.6% | +476.1% | +7,914.5% | +5,962.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling