+2,448.9%
PWR vs TMF
-69.2%
+2,518.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.1% | +9.3% | +9.4% |
| 7D | -4.8% | +0.6% | -5.4% | -4.6% |
| 30D | -16.2% | +16.3% | -32.5% | -13.9% |
| 3M | -11.9% | -2.7% | -9.3% | -11.9% |
| 6M | -20.6% | -13.2% | -7.4% | -22.0% |
| YTD | +40.3% | -16.7% | +56.9% | +36.9% |
| 1Y | +33.0% | -22.7% | +55.7% | +28.2% |
| 3Y | +250.0% | -26.1% | +276.1% | +243.3% |
| 5Y | +404.2% | -88.4% | +492.6% | +246.4% |
| 10Y | +1,865.8% | -81.8% | +1,947.7% | +1,587.4% |
| All | +2,448.9% | -69.2% | +2,518.0% | +2,829.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling