+8,087.4%
PWR vs GWW
+4,682.2%
+3,405.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.2% |
| 7D | +11.3% | +3.6% | +7.7% | +9.1% |
| 30D | -8.9% | +12.1% | -21.0% | -15.0% |
| 3M | -10.5% | +12.9% | -23.4% | -17.1% |
| 6M | -22.2% | +19.3% | -41.5% | -30.5% |
| YTD | +42.7% | +48.7% | -6.0% | +11.3% |
| 1Y | +41.1% | +60.5% | -19.4% | +5.1% |
| 3Y | +242.7% | +93.3% | +149.5% | +125.4% |
| 5Y | +418.5% | +219.0% | +199.6% | +148.9% |
| 10Y | +1,855.0% | +659.0% | +1,196.0% | +418.8% |
| All | +8,087.4% | +4,682.2% | +3,405.3% | +746.8% |
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