+103.6%
PWRD price history and return analytics
+65.8%
+37.8%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | +6.5% | +2.4% | +4.1% | +3.7% |
| 30D | -4.6% | -1.5% | -3.1% | -2.8% |
| 3M | -14.2% | -4.1% | -10.1% | -9.7% |
| 6M | -14.2% | +0.6% | -14.7% | -14.0% |
| YTD | +1.3% | +11.0% | -9.7% | -8.9% |
| 1Y | +1.9% | +13.3% | -11.5% | -10.3% |
| 3Y | +87.9% | +73.4% | +14.5% | +7.7% |
| All | +103.6% | +65.8% | +37.8% | +21.0% |
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