+70.3%
PWR vs IWD
+28.8%
+41.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.2% | +3.5% |
| 7D | +4.5% | -0.2% | +4.7% | +4.7% |
| 30D | -4.9% | -0.8% | -4.1% | -4.1% |
| 3M | -7.9% | +8.0% | -15.9% | -19.4% |
| 6M | +18.3% | +18.2% | +0.2% | -9.1% |
| YTD | +51.5% | +22.3% | +29.2% | +10.2% |
| 1Y | +70.3% | +28.9% | +41.4% | +18.0% |
| All | +70.3% | +28.8% | +41.5% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling