+7,255.1%
PWR vs FE
+471.9%
+6,783.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.7% | +6.8% |
| 7D | -12.9% | -1.0% | -11.8% | -12.6% |
| 30D | -22.8% | +4.1% | -27.0% | -24.1% |
| 3M | -19.0% | -1.0% | -18.0% | -18.8% |
| 6M | -31.1% | +4.0% | -35.1% | -32.5% |
| YTD | +28.2% | +6.8% | +21.4% | +24.2% |
| 1Y | +22.2% | +5.3% | +16.9% | +18.9% |
| 3Y | +222.1% | +44.6% | +177.5% | +171.7% |
| 5Y | +364.1% | +44.2% | +319.9% | +289.2% |
| 10Y | +1,864.5% | +107.3% | +1,757.2% | +1,247.6% |
| All | +7,255.1% | +471.9% | +6,783.1% | +5,157.0% |
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