+7,309.2%
PWR vs ITOT
+885.8%
+6,423.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.2% |
| 7D | +2.7% | -0.4% | +3.0% | +3.1% |
| 30D | -5.1% | -1.6% | -3.6% | -3.2% |
| 3M | -9.4% | +3.5% | -12.9% | -13.1% |
| 6M | +10.4% | +13.1% | -2.7% | -5.6% |
| YTD | +48.6% | +12.7% | +35.9% | +27.7% |
| 1Y | +68.0% | +18.3% | +49.7% | +36.1% |
| 3Y | +204.7% | +76.4% | +128.3% | +48.2% |
| 5Y | +451.9% | +73.8% | +378.2% | +170.7% |
| 10Y | +2,425.3% | +301.2% | +2,124.1% | +280.1% |
| All | +7,309.2% | +885.8% | +6,423.4% | +205.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling