+8,087.4%
PWR vs WAT
+3,796.3%
+4,291.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | +11.3% | +0.6% | +10.7% | +11.2% |
| 30D | -8.9% | +5.4% | -14.3% | -10.3% |
| 3M | -10.5% | +11.3% | -21.8% | -13.8% |
| 6M | -22.2% | +37.4% | -59.6% | -30.4% |
| YTD | +42.7% | +21.2% | +21.6% | +31.3% |
| 1Y | +41.1% | +21.3% | +19.8% | +29.7% |
| 3Y | +242.7% | +83.4% | +159.4% | +162.9% |
| 5Y | +418.5% | +29.0% | +389.6% | +341.1% |
| 10Y | +1,855.0% | +223.9% | +1,631.1% | +1,099.2% |
| All | +8,087.4% | +3,796.3% | +4,291.1% | +2,375.2% |
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 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