+8,390.6%
PWR vs WAT
+3,365.7%
+5,025.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.0% |
| 7D | +3.6% | -1.3% | +4.9% | +4.0% |
| 30D | -8.6% | +2.3% | -10.9% | -9.4% |
| 3M | -13.2% | +8.7% | -21.9% | -15.8% |
| 6M | +9.9% | +28.3% | -18.4% | -0.1% |
| YTD | +48.0% | +7.8% | +40.3% | +41.6% |
| 1Y | +66.2% | +36.6% | +29.6% | +46.1% |
| 3Y | +195.1% | +45.7% | +149.4% | +144.1% |
| 5Y | +442.6% | -3.3% | +445.9% | +408.6% |
| 10Y | +2,334.2% | +162.1% | +2,172.1% | +1,495.5% |
| All | +8,390.6% | +3,365.7% | +5,025.0% | +2,570.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling