+66.2%
PWR vs BBWI
-34.3%
+100.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | +0.4% |
| 7D | +3.6% | +1.5% | +2.1% | +3.4% |
| 30D | -8.6% | -5.2% | -3.4% | -8.1% |
| 3M | -13.2% | +11.1% | -24.3% | -15.0% |
| 6M | +9.9% | -13.4% | +23.3% | +11.4% |
| YTD | +48.0% | +0.1% | +47.9% | +46.6% |
| 1Y | +66.2% | -36.1% | +102.3% | +85.4% |
| All | +66.2% | -34.3% | +100.5% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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