+8,390.6%
PWR vs WAB
+2,487.6%
+5,903.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.3% |
| 7D | +3.6% | -3.2% | +6.8% | +5.2% |
| 30D | -8.6% | -4.4% | -4.1% | -6.6% |
| 3M | -13.2% | +7.9% | -21.0% | -16.5% |
| 6M | +9.9% | +8.7% | +1.2% | +5.4% |
| YTD | +48.0% | +33.0% | +15.1% | +28.6% |
| 1Y | +66.2% | +46.7% | +19.5% | +37.7% |
| 3Y | +195.1% | +153.0% | +42.1% | +88.6% |
| 5Y | +442.6% | +222.3% | +220.3% | +208.7% |
| 10Y | +2,334.2% | +291.0% | +2,043.3% | +1,076.4% |
| All | +8,390.6% | +2,487.6% | +5,903.0% | +1,443.2% |
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