+1,874.2%
PWR vs BBWI
-45.0%
+1,919.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +3.9% | +4.2% |
| 7D | +4.7% | -7.7% | +12.5% | +6.8% |
| 30D | -12.5% | +24.8% | -37.3% | -17.2% |
| 3M | -9.3% | +16.2% | -25.6% | -13.3% |
| 6M | -22.2% | +15.8% | -38.0% | -26.2% |
| YTD | +44.2% | +11.4% | +32.7% | +36.1% |
| 1Y | +35.5% | +3.2% | +32.3% | +28.7% |
| 3Y | +250.4% | -23.5% | +273.9% | +240.5% |
| 5Y | +425.6% | -67.4% | +493.0% | +506.6% |
| 10Y | +1,874.2% | -46.0% | +1,920.2% | +1,434.0% |
| All | +1,874.2% | -45.0% | +1,919.2% | +1,434.0% |
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