+1,586.0%
PWR vs W
+212.6%
+1,373.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.7% | +2.3% | -0.9% |
| 7D | -11.2% | +1.1% | -12.3% | -11.5% |
| 30D | -17.4% | +6.4% | -23.8% | -18.2% |
| 3M | -11.7% | +9.0% | -20.7% | -13.1% |
| 6M | -21.7% | +69.8% | -91.5% | -28.0% |
| YTD | +38.3% | +12.1% | +26.2% | +32.7% |
| 1Y | +29.6% | 0.0% | +29.6% | +26.0% |
| 3Y | +236.1% | +160.3% | +75.8% | +172.8% |
| 5Y | +406.3% | -53.3% | +459.6% | +361.0% |
| 10Y | +1,796.7% | +217.0% | +1,579.8% | +1,079.3% |
| All | +1,586.0% | +212.6% | +1,373.4% | +920.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling