+8,390.6%
PWR vs BBWI
+490.0%
+7,900.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -0.2% |
| 7D | +3.6% | +1.5% | +2.1% | +3.1% |
| 30D | -8.6% | -5.2% | -3.4% | -7.5% |
| 3M | -13.2% | +11.1% | -24.3% | -17.4% |
| 6M | +9.9% | -13.4% | +23.3% | +11.7% |
| YTD | +48.0% | +0.1% | +47.9% | +42.1% |
| 1Y | +66.2% | -36.1% | +102.3% | +81.4% |
| 3Y | +195.1% | -44.1% | +239.2% | +213.5% |
| 5Y | +442.6% | -66.2% | +508.8% | +542.5% |
| 10Y | +2,334.2% | -54.8% | +2,389.0% | +1,946.7% |
| All | +8,390.6% | +490.0% | +7,900.6% | +1,917.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling