+246.1%
PWR vs WCC
+138.4%
+107.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.3% | +0.9% | +2.6% |
| 7D | +4.7% | +3.3% | +1.4% | +3.4% |
| 30D | -12.5% | -9.4% | -3.1% | -7.6% |
| 3M | -9.3% | -10.5% | +1.2% | -3.8% |
| 6M | -22.2% | -10.4% | -11.8% | -17.7% |
| YTD | +44.2% | +34.4% | +9.7% | +30.2% |
| 1Y | +35.5% | +27.7% | +7.9% | +24.9% |
| All | +246.1% | +138.4% | +107.7% | +133.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling