+406.3%
PWR vs BBWI
-67.3%
+473.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | -11.2% | -4.2% | -7.0% | -10.5% |
| 30D | -17.4% | +24.9% | -42.3% | -21.2% |
| 3M | -11.7% | +13.2% | -25.0% | -14.6% |
| 6M | -21.7% | +12.1% | -33.8% | -24.7% |
| YTD | +38.3% | +11.1% | +27.2% | +31.7% |
| 1Y | +29.6% | +0.7% | +28.9% | +24.9% |
| 3Y | +236.1% | -23.8% | +259.9% | +227.5% |
| 5Y | +406.3% | -66.9% | +473.3% | +561.7% |
| All | +406.3% | -67.3% | +473.6% | +561.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling