+425.6%
PWR vs WCC
+153.2%
+272.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.3% | +0.9% | +2.7% |
| 7D | +4.7% | +3.3% | +1.4% | +3.6% |
| 30D | -12.5% | -9.4% | -3.1% | -7.9% |
| 3M | -9.3% | -10.5% | +1.2% | -4.1% |
| 6M | -22.2% | -10.4% | -11.8% | -17.8% |
| YTD | +44.2% | +34.4% | +9.7% | +29.8% |
| 1Y | +35.5% | +27.7% | +7.9% | +24.5% |
| 3Y | +250.4% | +137.9% | +112.5% | +140.0% |
| 5Y | +425.6% | +147.0% | +278.6% | +232.7% |
| All | +425.6% | +153.2% | +272.4% | +232.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling