+1,127.5%
PWR vs IWD
+728.9%
+398.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.6% | +6.7% |
| 7D | -12.9% | -0.5% | -12.4% | -12.6% |
| 30D | -22.8% | +2.7% | -25.5% | -25.7% |
| 3M | -19.0% | +0.9% | -19.9% | -20.3% |
| 6M | -31.1% | +10.5% | -41.7% | -39.8% |
| YTD | +28.2% | +23.7% | +4.5% | -2.9% |
| 1Y | +22.2% | +28.7% | -6.5% | -12.1% |
| 3Y | +222.1% | +79.7% | +142.4% | +50.3% |
| 5Y | +364.1% | +69.7% | +294.4% | +134.6% |
| 10Y | +1,864.5% | +211.4% | +1,653.1% | +344.1% |
| All | +1,127.5% | +728.9% | +398.6% | -2.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling