+58.7%
PWR vs WAB
+47.7%
+11.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -0.2% | -0.2% | 0.0% | -0.1% |
| 30D | -7.7% | -5.9% | -1.9% | -3.7% |
| 3M | -4.9% | +9.4% | -14.3% | -11.9% |
| 6M | +9.7% | +13.8% | -4.1% | -1.2% |
| YTD | +46.7% | +31.8% | +14.9% | +18.4% |
| 1Y | +58.7% | +48.5% | +10.2% | +17.7% |
| All | +58.7% | +47.7% | +11.0% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 1y: compounded portfolio wealth divided by compounded WAB 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…
1y analysis · Full analysis span regression · 6 months rolling