+8,087.4%
PWR vs WAB
+2,625.8%
+5,461.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | -0.3% |
| 7D | +11.3% | +5.1% | +6.2% | +8.7% |
| 30D | -8.9% | +4.0% | -12.9% | -10.1% |
| 3M | -10.5% | +0.1% | -10.6% | -10.1% |
| 6M | -22.2% | +12.8% | -35.0% | -26.4% |
| YTD | +42.7% | +40.1% | +2.7% | +21.5% |
| 1Y | +41.1% | +46.4% | -5.3% | +17.6% |
| 3Y | +242.7% | +167.4% | +75.4% | +114.2% |
| 5Y | +418.5% | +215.0% | +203.5% | +199.5% |
| 10Y | +1,855.0% | +269.2% | +1,585.8% | +874.4% |
| All | +8,087.4% | +2,625.8% | +5,461.6% | +1,358.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling