+218.5%
PWR vs ITOT
+75.8%
+142.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.0% |
| 7D | +4.2% | -0.9% | +5.1% | +5.6% |
| 30D | -4.0% | -1.5% | -2.6% | -2.1% |
| 3M | -4.8% | +3.6% | -8.3% | -9.1% |
| 6M | +14.6% | +13.7% | +0.9% | -3.5% |
| YTD | +54.2% | +12.9% | +41.3% | +31.0% |
| 1Y | +67.1% | +17.2% | +49.9% | +35.6% |
| 3Y | +218.5% | +75.6% | +142.8% | +45.7% |
| All | +218.5% | +75.8% | +142.7% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling