+1,874.2%
PWR vs W
+224.5%
+1,649.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.7% | +2.6% | +4.0% |
| 7D | +4.7% | -7.4% | +12.1% | +5.9% |
| 30D | -12.5% | +7.8% | -20.3% | -13.6% |
| 3M | -9.3% | +10.9% | -20.2% | -10.9% |
| 6M | -22.2% | +86.4% | -108.6% | -29.6% |
| YTD | +44.2% | +14.0% | +30.2% | +37.7% |
| 1Y | +35.5% | +3.5% | +32.0% | +30.9% |
| 3Y | +250.4% | +164.8% | +85.7% | +179.6% |
| 5Y | +425.6% | -53.1% | +478.7% | +378.8% |
| 10Y | +1,874.2% | +220.4% | +1,653.8% | +975.4% |
| All | +1,874.2% | +224.5% | +1,649.7% | +975.4% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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