+779.3%
PWR vs ROIV
+232.7%
+546.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.5% |
| 7D | +3.6% | +0.6% | +3.0% | +3.5% |
| 30D | -8.6% | +1.0% | -9.5% | -8.7% |
| 3M | -13.2% | +18.3% | -31.4% | -14.6% |
| 6M | +9.9% | +18.3% | -8.4% | +7.9% |
| YTD | +48.0% | +61.0% | -12.9% | +41.0% |
| 1Y | +66.2% | +177.9% | -111.7% | +51.0% |
| 3Y | +195.1% | +199.1% | -3.9% | +164.5% |
| 5Y | +442.6% | +250.7% | +191.9% | +362.8% |
| All | +779.3% | +232.7% | +546.7% | +635.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling