+1,322.9%
PWR vs IJR
+1,130.2%
+192.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -0.7% |
| 7D | +2.7% | -1.1% | +3.8% | +3.9% |
| 30D | -5.1% | -3.6% | -1.5% | -1.2% |
| 3M | -9.4% | +2.3% | -11.7% | -11.6% |
| 6M | +10.4% | +14.3% | -3.9% | -4.7% |
| YTD | +48.6% | +19.3% | +29.4% | +22.1% |
| 1Y | +68.0% | +22.6% | +45.4% | +33.8% |
| 3Y | +204.7% | +53.5% | +151.2% | +83.0% |
| 5Y | +451.9% | +39.9% | +412.0% | +262.0% |
| 10Y | +2,425.3% | +172.1% | +2,253.3% | +605.5% |
| All | +1,322.9% | +1,130.2% | +192.7% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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