+427.5%
POWL price history and return analytics
+74.0%
+353.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.3% |
| 7D | +7.2% | +2.4% | +4.9% | +2.3% |
| 30D | -15.8% | -1.5% | -14.3% | -12.2% |
| 3M | -30.0% | -4.1% | -25.9% | -22.5% |
| 6M | -52.5% | +0.6% | -53.1% | -51.7% |
| YTD | +34.5% | +11.0% | +23.4% | +13.3% |
| 1Y | +30.7% | +13.3% | +17.4% | +6.1% |
| 3Y | +427.5% | +73.4% | +354.1% | +160.3% |
| All | +427.5% | +74.0% | +353.4% | +160.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling