+35.5%
PWR vs WAT
+23.9%
+11.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.2% | +4.4% |
| 7D | +4.7% | +0.7% | +4.0% | +4.6% |
| 30D | -12.5% | +9.0% | -21.5% | -13.4% |
| 3M | -9.3% | +13.5% | -22.8% | -10.8% |
| 6M | -22.2% | +35.3% | -57.5% | -25.4% |
| YTD | +44.2% | +24.0% | +20.2% | +33.9% |
| 1Y | +35.5% | +22.0% | +13.6% | +27.2% |
| All | +35.5% | +23.9% | +11.6% | +27.2% |
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