+2,521.4%
PWR vs WCC
+541.6%
+1,979.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.7% | +1.4% | +3.5% |
| 7D | +4.2% | +1.5% | +2.7% | +3.5% |
| 30D | -4.0% | -2.1% | -1.9% | -3.2% |
| 3M | -4.8% | +3.8% | -8.6% | -6.3% |
| 6M | +14.6% | +35.0% | -20.3% | +1.5% |
| YTD | +54.2% | +46.4% | +7.9% | +31.5% |
| 1Y | +67.1% | +63.0% | +4.1% | +36.1% |
| 3Y | +218.5% | +133.9% | +84.5% | +109.9% |
| 5Y | +466.3% | +226.5% | +239.7% | +203.2% |
| All | +2,521.4% | +541.6% | +1,979.8% | +831.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling