+27,191.4%
PWR vs IEF
+125.4%
+27,066.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.9% |
| 7D | +11.3% | -2.0% | +13.3% | +8.3% |
| 30D | -8.9% | +0.7% | -9.6% | -7.7% |
| 3M | -10.5% | -2.5% | -8.0% | -13.1% |
| 6M | -22.2% | -2.6% | -19.6% | -24.6% |
| YTD | +42.7% | -3.2% | +45.9% | +36.7% |
| 1Y | +41.1% | -3.0% | +44.2% | +35.4% |
| 3Y | +242.7% | +10.5% | +232.2% | +295.1% |
| 5Y | +418.5% | -8.2% | +426.7% | +329.9% |
| 10Y | +1,855.0% | +6.7% | +1,848.3% | +2,096.0% |
| All | +27,191.4% | +125.4% | +27,066.0% | +207,209.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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