+41.1%
PWR vs IWF
-3.4%
+44.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | +0.8% |
| 7D | +11.3% | +2.8% | +8.5% | +7.6% |
| 30D | -8.9% | -7.5% | -1.3% | +0.8% |
| 3M | -10.5% | -8.5% | -2.0% | +0.4% |
| 6M | -22.2% | -7.4% | -14.8% | -15.1% |
| YTD | +42.7% | -2.6% | +45.4% | +50.7% |
| 1Y | +41.1% | -1.8% | +43.0% | +47.3% |
| All | +41.1% | -3.4% | +44.5% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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