+451.9%
PWR vs TE
-43.0%
+495.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | -1.6% |
| 7D | +2.7% | +15.0% | -12.3% | +1.2% |
| 30D | -5.1% | -7.5% | +2.4% | -4.7% |
| 3M | -9.4% | -42.0% | +32.6% | -5.6% |
| 6M | +10.4% | -31.4% | +41.8% | +11.1% |
| YTD | +48.6% | -26.5% | +75.1% | +47.4% |
| 1Y | +68.0% | +153.1% | -85.1% | +44.2% |
| 3Y | +204.7% | -20.7% | +225.4% | +181.3% |
| 5Y | +451.9% | -45.4% | +497.4% | +399.4% |
| All | +451.9% | -43.0% | +495.0% | +399.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 5y: compounded portfolio wealth divided by compounded TE 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…
5y analysis · Full analysis span regression · 6 months rolling