+2,425.3%
PWR vs BBWI
-58.2%
+2,483.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.3% | +4.4% | -0.4% |
| 7D | +2.7% | -4.4% | +7.1% | +3.7% |
| 30D | -5.1% | -7.4% | +2.3% | -3.9% |
| 3M | -9.4% | -2.2% | -7.1% | -9.9% |
| 6M | +10.4% | -16.3% | +26.7% | +12.7% |
| YTD | +48.6% | -9.1% | +57.8% | +47.9% |
| 1Y | +68.0% | -34.5% | +102.5% | +78.5% |
| 3Y | +204.7% | -47.0% | +251.7% | +224.5% |
| 5Y | +451.9% | -68.8% | +520.8% | +544.1% |
| 10Y | +2,425.3% | -57.4% | +2,482.7% | +2,015.9% |
| All | +2,425.3% | -58.2% | +2,483.6% | +2,015.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling