+1,599.4%
PWR price history and return analytics
+346.0%
+1,253.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.0% | +6.0% |
| 7D | -12.9% | -2.3% | -10.5% | -10.2% |
| 30D | -22.8% | -5.0% | -17.9% | -17.6% |
| 3M | -19.0% | -4.9% | -14.1% | -13.6% |
| 6M | -31.1% | -1.5% | -29.6% | -29.1% |
| YTD | +28.2% | +8.5% | +19.8% | +17.6% |
| 1Y | +22.2% | +11.4% | +10.8% | +8.8% |
| 3Y | +222.1% | +70.1% | +152.0% | +76.1% |
| 5Y | +364.1% | +53.7% | +310.3% | +186.8% |
| 10Y | +1,864.5% | +220.0% | +1,644.5% | +407.1% |
| All | +1,599.4% | +346.0% | +1,253.4% | +230.2% |
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