+446.0%
PWR vs ACWI
+67.7%
+378.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +3.6% | +0.5% | +3.1% | +2.9% |
| 30D | -8.6% | +0.9% | -9.4% | -9.6% |
| 3M | -13.2% | +2.4% | -15.6% | -15.3% |
| 6M | +9.9% | +12.4% | -2.5% | -4.4% |
| YTD | +48.0% | +15.2% | +32.9% | +24.9% |
| 1Y | +66.2% | +22.7% | +43.5% | +30.3% |
| 3Y | +195.1% | +75.8% | +119.3% | +55.7% |
| All | +446.0% | +67.7% | +378.4% | +214.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling