+65.2%
POWR price history and return analytics
+350.5%
-285.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.0% |
| 7D | -3.2% | -2.3% | -0.8% | -1.0% |
| 30D | -4.5% | -5.0% | +0.4% | +0.2% |
| 3M | -7.6% | -4.9% | -2.7% | -3.1% |
| 6M | -13.3% | -1.5% | -11.7% | -12.1% |
| YTD | +4.1% | +8.5% | -4.4% | -4.3% |
| 1Y | +1.2% | +11.4% | -10.2% | -9.3% |
| 3Y | +13.2% | +70.1% | -56.9% | -33.9% |
| 5Y | +63.1% | +53.7% | +9.4% | +4.3% |
| 10Y | +100.2% | +220.0% | -119.7% | -38.1% |
| All | +65.2% | +350.5% | -285.3% | -59.0% |
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