+35.0%
PWR vs TMF
-29.9%
+64.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | -0.2% |
| 7D | +19.1% | -8.2% | +27.2% | +19.3% |
| 30D | -12.0% | +5.3% | -17.4% | -13.3% |
| 3M | -10.6% | -8.5% | -2.1% | -9.4% |
| 6M | -20.8% | -17.2% | -3.6% | -17.5% |
| YTD | +43.7% | -23.4% | +67.1% | +51.9% |
| 1Y | +35.0% | -30.2% | +65.2% | +51.7% |
| All | +35.0% | -29.9% | +64.8% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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