+74.7%
POWR price history and return analytics
+379.0%
-304.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.3% | +0.4% | +0.8% | +0.8% |
| 30D | -2.9% | +1.0% | -3.8% | -3.8% |
| 3M | -7.2% | +2.4% | -9.6% | -9.4% |
| 6M | -1.9% | +12.0% | -13.9% | -12.4% |
| YTD | +10.1% | +15.3% | -5.2% | -4.5% |
| 1Y | +9.7% | +22.6% | -12.9% | -10.3% |
| 3Y | +16.8% | +74.7% | -57.8% | -33.5% |
| 5Y | +102.0% | +66.1% | +35.8% | +19.8% |
| 10Y | +107.5% | +225.0% | -117.5% | -36.7% |
| All | +74.7% | +379.0% | -304.3% | -59.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling