+32.4%
PWR vs WAT
+32.9%
-0.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +1.7% | -13.3% | -11.9% |
| 7D | -4.4% | -1.9% | -2.4% | -4.1% |
| 30D | -15.1% | +6.2% | -21.3% | -15.7% |
| 3M | -16.2% | +18.1% | -34.3% | -18.1% |
| 6M | -23.3% | +54.9% | -78.2% | -28.8% |
| YTD | +37.6% | +23.1% | +14.5% | +28.1% |
| 1Y | +32.4% | +27.3% | +5.1% | +21.6% |
| All | +32.4% | +32.9% | -0.5% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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