+8,589.7%
PWR vs GWW
+4,032.4%
+4,557.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.7% | +5.0% | +3.9% |
| 7D | +4.5% | -1.5% | +6.1% | +5.4% |
| 30D | -4.9% | +1.1% | -6.0% | -5.6% |
| 3M | -7.9% | -1.0% | -6.9% | -7.9% |
| 6M | +18.3% | +16.3% | +2.0% | +7.5% |
| YTD | +51.5% | +28.5% | +23.0% | +29.1% |
| 1Y | +70.3% | +30.3% | +40.0% | +43.5% |
| 3Y | +210.6% | +91.6% | +119.0% | +105.9% |
| 5Y | +456.7% | +224.0% | +232.7% | +164.7% |
| 10Y | +2,396.1% | +551.3% | +1,844.8% | +625.6% |
| All | +8,589.7% | +4,032.4% | +4,557.3% | +882.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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