+411.1%
PWR vs ROIV
+380.3%
+30.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.6% |
| 7D | +11.3% | +1.7% | +9.6% | +11.1% |
| 30D | -8.9% | +17.6% | -26.4% | -10.6% |
| 3M | -10.5% | +9.0% | -19.5% | -11.6% |
| 6M | -22.2% | +35.3% | -57.5% | -25.0% |
| YTD | +42.7% | +82.2% | -39.4% | +33.2% |
| 1Y | +41.1% | +92.3% | -51.1% | +30.9% |
| 3Y | +242.7% | +336.8% | -94.0% | +195.5% |
| All | +411.1% | +380.3% | +30.8% | +301.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 5y: compounded portfolio wealth divided by compounded ROIV 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…
5y analysis · Full analysis span regression · 6 months rolling