+451.9%
PWR vs W
-62.3%
+514.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.0% | -1.9% |
| 7D | +2.7% | +5.9% | -3.2% | +1.9% |
| 30D | -5.1% | -3.0% | -2.1% | -4.8% |
| 3M | -9.4% | +40.3% | -49.7% | -14.0% |
| 6M | +10.4% | +32.2% | -21.8% | +4.7% |
| YTD | +48.6% | -0.3% | +48.9% | +45.5% |
| 1Y | +68.0% | +16.2% | +51.9% | +59.8% |
| 3Y | +204.7% | +40.7% | +164.0% | +164.1% |
| 5Y | +451.9% | -62.3% | +514.3% | +438.9% |
| All | +451.9% | -62.3% | +514.2% | +438.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling