+49.9%
PWR price history and return analytics
+13.3%
+36.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.7% | +5.7% |
| 7D | +13.5% | -1.6% | +15.1% | +16.7% |
| 30D | -2.9% | -2.5% | -0.4% | +1.6% |
| 3M | -3.4% | -1.3% | -2.1% | -1.0% |
| 6M | -11.5% | +3.1% | -14.6% | -14.8% |
| YTD | +55.8% | +10.9% | +44.8% | +32.6% |
| All | +49.9% | +13.3% | +36.6% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling