+1,477.8%
PWR vs TE
-48.3%
+1,526.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +10.0% | -7.7% | +1.4% |
| 7D | +4.5% | +18.2% | -13.7% | +2.8% |
| 30D | -4.9% | -13.5% | +8.6% | -3.8% |
| 3M | -7.9% | -44.6% | +36.7% | -3.9% |
| 6M | +18.3% | -24.7% | +43.0% | +18.0% |
| YTD | +51.5% | -24.3% | +75.8% | +49.9% |
| 1Y | +70.3% | +155.6% | -85.2% | +47.2% |
| 3Y | +210.6% | -18.3% | +228.9% | +182.5% |
| 5Y | +456.7% | -41.3% | +498.0% | +410.9% |
| All | +1,477.8% | -48.3% | +1,526.1% | +1,342.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling