+245.1%
PWR price history and return analytics
+74.5%
+170.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.7% |
| 7D | +19.1% | +2.9% | +16.2% | +14.2% |
| 30D | -12.0% | -2.5% | -9.5% | -8.0% |
| 3M | -10.6% | -3.3% | -7.3% | -5.2% |
| 6M | -20.8% | +1.5% | -22.4% | -21.7% |
| YTD | +43.7% | +11.4% | +32.4% | +24.4% |
| 1Y | +35.0% | +11.9% | +23.1% | +16.3% |
| All | +245.1% | +74.5% | +170.6% | +59.8% |
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